Polymer Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Polymer Capital Management's AMAT Position: Q2 2026 in Review
Polymer Capital Management reduced its Applied Materials (AMAT) stake by 68% in Q2 2026, selling an estimated $399K and leaving 410 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #512.
Polymer Capital Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q2 2025. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Polymer Capital Management held 410 shares of Applied Materials worth $296K as of Q2 2026.
- Polymer Capital Management sold 864 Applied Materials shares in Q2 2026, an estimated $399K.
- Applied Materials made up 0.04% of Polymer Capital Management's portfolio in Q2 2026, its #512 holding.
- Polymer Capital Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
- Polymer Capital Management's Applied Materials position peaked at $4.78M in Q2 2025.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.