Rexford Capital’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.97M Buy
5,497
+7
+0.1% +$3.23K 2.43% 6
2026
Q1
$1.88M Buy
5,490
+53
+1% +$17.8K 1.34% 10
2025
Q4
$1.4M Sell
5,437
-100
-2% -$24K 1.06% 18
2025
Q3
$1.13M Buy
5,537
+78
+1% +$14.2K 0.88% 24
2025
Q2
$999K Buy
+5,459
New +$865K 0.83% 29

Other funds holding AMAT

Rexford Capital's AMAT Position: Q2 2026 in Review

Rexford Capital increased its Applied Materials (AMAT) stake by 0.13% in Q2 2026, buying an estimated $3.23K and bringing the position to 5,497 shares worth $3.97M. The position accounts for 2.43% of the portfolio, ranked #6.

Rexford Capital 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.

  • Rexford Capital held 5,497 shares of Applied Materials worth $3.97M as of Q2 2026.
  • Rexford Capital bought 7 Applied Materials shares in Q2 2026, an estimated $3.23K.
  • Applied Materials made up 2.43% of Rexford Capital's portfolio in Q2 2026, its #6 holding.
  • Rexford Capital 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 Rexford Capital's 13F filing for Q2 2026, filed 29 Jul 2026.