Jacobsen Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Jacobsen Capital Management's AMAT Position: Q2 2026 in Review
Jacobsen Capital Management reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $108K and leaving 1,282 shares worth $927K. The position accounts for 0.27% of the portfolio, ranked #37.
Jacobsen Capital Management first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Jacobsen Capital Management held 1,282 shares of Applied Materials worth $927K as of Q2 2026.
- Jacobsen Capital Management sold 233 Applied Materials shares in Q2 2026, an estimated $108K.
- Applied Materials made up 0.27% of Jacobsen Capital Management's portfolio in Q2 2026, its #37 holding.
- Jacobsen Capital Management first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
- 3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.