Michael J. Puzo’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Michael J. Puzo's AMAT Position: Q2 2026 in Review
Michael J. Puzo reduced its Applied Materials (AMAT) stake by 2.1% in Q2 2026, selling an estimated $250K and leaving 25,035 shares worth $18.1M. The position accounts for 4.67% of the portfolio, ranked #5.
Michael J. Puzo 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.
- Michael J. Puzo held 25,035 shares of Applied Materials worth $18.1M as of Q2 2026.
- Michael J. Puzo sold 542 Applied Materials shares in Q2 2026, an estimated $250K.
- Applied Materials made up 4.67% of Michael J. Puzo's portfolio in Q2 2026, its #5 holding.
- Michael J. Puzo 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 Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.