LOM Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
VCM
VPM
LOM Asset Management's AMAT Position: Q1 2026 in Review
LOM Asset Management reduced its Applied Materials (AMAT) stake by 3.2% in Q1 2026, selling an estimated $262K and leaving 23,711 shares worth $8.1M. The position accounts for 2.33% of the portfolio, ranked #5.
LOM Asset Management first reported a position in AMAT in Q2 2025 and has held it in 4 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- LOM Asset Management held 23,711 shares of Applied Materials worth $8.1M as of Q1 2026.
- LOM Asset Management sold 778 Applied Materials shares in Q1 2026, an estimated $262K.
- Applied Materials made up 2.33% of LOM Asset Management's portfolio in Q1 2026, its #5 holding.
- LOM Asset Management first reported a position in Applied Materials in Q2 2025 and has held it in 4 quarters since.
- 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.