LOM Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
LOM Asset Management's AMAT Position: Q2 2026 in Review
LOM Asset Management reduced its Applied Materials (AMAT) stake by 3.2% in Q2 2026, selling an estimated $345K and leaving 22,964 shares worth $16.6M. The position accounts for 4.29% of the portfolio, ranked #1.
LOM Asset Management first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- LOM Asset Management held 22,964 shares of Applied Materials worth $16.6M as of Q2 2026.
- LOM Asset Management sold 747 Applied Materials shares in Q2 2026, an estimated $345K.
- Applied Materials made up 4.29% of LOM Asset Management's portfolio in Q2 2026, its #1 holding.
- LOM Asset Management first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.