Fogel Capital Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$524K Buy
725
+25
+4% +$11.5K 0.21% 37
2026
Q1
$239K Buy
+700
New +$235K 0.11% 46

Other funds holding AMAT

Fogel Capital Management's AMAT Position: Q2 2026 in Review

Fogel Capital Management increased its Applied Materials (AMAT) stake by 3.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 725 shares worth $524K. The position accounts for 0.21% of the portfolio, ranked #37.

Fogel Capital Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Fogel Capital Management held 725 shares of Applied Materials worth $524K as of Q2 2026.
  • Fogel Capital Management bought 25 Applied Materials shares in Q2 2026, an estimated $11.5K.
  • Applied Materials made up 0.21% of Fogel Capital Management's portfolio in Q2 2026, its #37 holding.
  • Fogel Capital Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.