May Hill Capital’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
May Hill Capital's AMAT Position: Q2 2026 in Review
May Hill Capital increased its Applied Materials (AMAT) stake by 2.9% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,294 shares worth $936K. The position accounts for 0.2% of the portfolio, ranked #84.
May Hill Capital first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- May Hill Capital held 1,294 shares of Applied Materials worth $936K as of Q2 2026.
- May Hill Capital bought 37 Applied Materials shares in Q2 2026, an estimated $17.1K.
- Applied Materials made up 0.2% of May Hill Capital's portfolio in Q2 2026, its #84 holding.
- May Hill Capital first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.