Thompson David Blair’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Thompson David Blair's AMAT Position: Q2 2026 in Review
Thompson David Blair reduced its Applied Materials (AMAT) stake by 34% in Q2 2026, selling an estimated $713K and leaving 2,960 shares worth $2.14M. The position accounts for 1.07% of the portfolio, ranked #22.
Thompson David Blair first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,348 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Thompson David Blair held 2,960 shares of Applied Materials worth $2.14M as of Q2 2026.
- Thompson David Blair sold 1,545 Applied Materials shares in Q2 2026, an estimated $713K.
- Applied Materials made up 1.07% of Thompson David Blair's portfolio in Q2 2026, its #22 holding.
- Thompson David Blair first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
- 3,348 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.