Lountzis Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Lountzis Asset Management's AMAT Position: Q2 2026 in Review
Lountzis Asset Management reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $8.17M and leaving 101,308 shares worth $73.2M. The position accounts for 23.17% of the portfolio, ranked #1.
Lountzis Asset Management first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Lountzis Asset Management held 101,308 shares of Applied Materials worth $73.2M as of Q2 2026.
- Lountzis Asset Management sold 17,705 Applied Materials shares in Q2 2026, an estimated $8.17M.
- Applied Materials made up 23.17% of Lountzis Asset Management's portfolio in Q2 2026, its #1 holding.
- Lountzis Asset Management first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.