Goldstream 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
$3.24M Sell
4,480
-5,662
-56% -$2.61M 2.46% 7
2026
Q1
$3.47M Buy
+10,142
New +$3.41M 2.88% 8
2024
Q3
Sell
-420
Closed -$99.1K 52
2024
Q2
$99.1K Sell
420
-700
-63% -$150K 0.02% 27
2024
Q1
$231K Buy
+1,120
New +$205K 0.13% 22

Other funds holding AMAT

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

Goldstream Capital Management reduced its Applied Materials (AMAT) stake by 56% in Q2 2026, selling an estimated $2.61M and leaving 4,480 shares worth $3.24M. The position accounts for 2.46% of the portfolio, ranked #7.

Goldstream Capital Management first reported a position in AMAT in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.47M in Q1 2026. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Goldstream Capital Management held 4,480 shares of Applied Materials worth $3.24M as of Q2 2026.
  • Goldstream Capital Management sold 5,662 Applied Materials shares in Q2 2026, an estimated $2.61M.
  • Applied Materials made up 2.46% of Goldstream Capital Management's portfolio in Q2 2026, its #7 holding.
  • Goldstream Capital Management first reported a position in Applied Materials in Q1 2024 and has held it in 4 quarters since.
  • Goldstream Capital Management's Applied Materials position peaked at $3.47M in Q1 2026.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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