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Gallacher Capital Management’s Applied Materials AMAT Stock Holding History

Gallacher Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$959K Sell
1,327
-1,348
-50% -$622K 0.54% 37
2026
Q1 		$914K Buy
2,675
+279
+12% +$93.8K 0.35% 76
2025
Q4 		$616K Sell
2,396
-21
-0.9% -$5.04K 0.24% 122
2025
Q3 		$495K Buy
2,417
+179
+8% +$32.5K 0.2% 172
2025
Q2 		$410K Buy
+2,238
New +$355K 0.19% 158
2025
Q1 		– Sell
-1,702
Closed -$277K – 277
2024
Q4 		$277K Buy
1,702
+107
+7% +$19.4K 0.14% 209
2024
Q3 		$322K Buy
1,595
+640
+67% +$131K 0.15% 188
2024
Q2 		$225K Sell
955
-1,652
-63% -$355K 0.12% 229
2024
Q1 		$538K Buy
2,607
+710
+37% +$130K 0.27% 66
2023
Q4 		$307K Sell
1,897
-30
-2% -$4.41K 0.17% 159
2023
Q3 		$267K Sell
1,927
-86
-4% -$12.3K 0.17% 167
2023
Q2 		$291K Sell
2,013
-698
-26% -$87.4K 0.17% 175
2023
Q1 		$333K Sell
2,711
-30
-1% -$3.44K 0.2% 139
2022
Q4 		$267K Buy
+2,741
New +$263K 0.16% 160

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Gallacher Capital Management reduced its Applied Materials (AMAT) stake by 50% in Q2 2026, selling an estimated $622K and leaving 1,327 shares worth $959K. The position accounts for 0.54% of the portfolio, ranked #37.

Gallacher Capital Management first reported a position in AMAT in Q4 2022 and has held it in 14 quarters since. 859 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Gallacher Capital Management held 1,327 shares of Applied Materials worth $959K as of Q2 2026.
  • Gallacher Capital Management sold 1,348 Applied Materials shares in Q2 2026, an estimated $622K.
  • Applied Materials made up 0.54% of Gallacher Capital Management's portfolio in Q2 2026, its #37 holding.
  • Gallacher Capital Management first reported a position in Applied Materials in Q4 2022 and has held it in 14 quarters since.
  • 859 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.