Glenview Capital Management’s Applied Materials AMAT Stock Holding History

Glenview 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	$47.1M	Sell	65,201 -132,008	-67%	-$60.9M	0.86%	28
2026 Q1	$67.4M	Buy	197,209 +67,553	+52%	+$22.7M	1.69%	18
2025 Q4	$33.3M	Buy	+129,656	New	+$31.1M	0.68%	38
2016 Q1	–	Sell	-8,236,668	Closed	-$154M	–	47
2015 Q4	$154M	Sell	8,236,668 -10,946,986	-57%	-$190M	0.87%	33
2015 Q3	$282M	Sell	19,183,654 -2,091,400	-10%	-$34.9M	1.4%	26
2015 Q2	$409M	Buy	21,275,054 +7,823,700	+58%	+$161M	1.62%	20
2015 Q1	$303M	Buy	13,451,354 +8,916,098	+197%	+$214M	1.39%	26
2014 Q4	$113M	Sell	4,535,256 -5,512,300	-55%	-$124M	0.57%	52
2014 Q3	$217M	Sell	10,047,556 -5,148,924	-34%	-$114M	1.14%	32
2014 Q2	$343M	Buy	15,196,480 +4,157,400	+38%	+$84.8M	1.98%	17
2014 Q1	$225M	Buy	+11,039,080	New	+$203M	1.48%	24

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Glenview Capital Management reduced its Applied Materials (AMAT) stake by 67% in Q2 2026, selling an estimated $60.9M and leaving 65,201 shares worth $47.1M. The position accounts for 0.86% of the portfolio, ranked #28.

Glenview Capital Management first reported a position in AMAT in Q1 2014 and has held it in 11 quarters since. The position peaked at $409M in Q2 2015. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Glenview Capital Management held 65,201 shares of Applied Materials worth $47.1M as of Q2 2026.
Glenview Capital Management sold 132,008 Applied Materials shares in Q2 2026, an estimated $60.9M.
Applied Materials made up 0.86% of Glenview Capital Management's portfolio in Q2 2026, its #28 holding.
Glenview Capital Management first reported a position in Applied Materials in Q1 2014 and has held it in 11 quarters since.
Glenview Capital Management's Applied Materials position peaked at $409M in Q2 2015.
3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Glenview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.