Highview 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
$4.96M Buy
6,864
+104
+2% +$48K 1.43% 18
2026
Q1
$2.31M Buy
+6,760
New +$2.27M 0.84% 32

Other funds holding AMAT

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

Highview Capital Management increased its Applied Materials (AMAT) stake by 1.5% in Q2 2026, buying an estimated $48K and bringing the position to 6,864 shares worth $4.96M. The position accounts for 1.43% of the portfolio, ranked #18.

Highview Capital Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Highview Capital Management held 6,864 shares of Applied Materials worth $4.96M as of Q2 2026.
  • Highview Capital Management bought 104 Applied Materials shares in Q2 2026, an estimated $48K.
  • Applied Materials made up 1.43% of Highview Capital Management's portfolio in Q2 2026, its #18 holding.
  • Highview Capital Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.