Lummis Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Lummis Asset Management's AMAT Position: Q2 2026 in Review
Lummis Asset Management increased its Applied Materials (AMAT) stake by 117% in Q2 2026, buying an estimated $3.23K and bringing the position to 13 shares worth $9.4K. The position accounts for 0.01% of the portfolio, ranked #131.
Lummis Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Lummis Asset Management held 13 shares of Applied Materials worth $9.4K as of Q2 2026.
- Lummis Asset Management bought 7 Applied Materials shares in Q2 2026, an estimated $3.23K.
- Applied Materials made up 0.01% of Lummis Asset Management's portfolio in Q2 2026, its #131 holding.
- Lummis Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.