Mitchell Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
VCM
VPM
Mitchell Capital Management's AMAT Position: Q2 2026 in Review
Mitchell Capital Management increased its Applied Materials (AMAT) stake by 2.5% in Q2 2026, buying an estimated $122K and bringing the position to 10,962 shares worth $7.93M. The position accounts for 1.21% of the portfolio, ranked #21.
Mitchell Capital Management first reported a position in AMAT in Q2 2021 and has held it in 7 quarters since. 3,040 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Mitchell Capital Management held 10,962 shares of Applied Materials worth $7.93M as of Q2 2026.
- Mitchell Capital Management bought 265 Applied Materials shares in Q2 2026, an estimated $122K.
- Applied Materials made up 1.21% of Mitchell Capital Management's portfolio in Q2 2026, its #21 holding.
- Mitchell Capital Management first reported a position in Applied Materials in Q2 2021 and has held it in 7 quarters since.
- 3,040 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.