London & Capital Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
London & Capital Asset Management's AMAT Position: Q2 2026 in Review
London & Capital Asset Management increased its Applied Materials (AMAT) stake by 39% in Q2 2026, buying an estimated $183K and bringing the position to 1,417 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #113.
London & Capital Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- London & Capital Asset Management held 1,417 shares of Applied Materials worth $1.03M as of Q2 2026.
- London & Capital Asset Management bought 396 Applied Materials shares in Q2 2026, an estimated $183K.
- Applied Materials made up 0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #113 holding.
- London & Capital Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.