Ridgewood Investments’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
$1.29M Sell
1,791
-1,025
-36% -$473K 0.48% 62
2026
Q1
$962K Buy
+2,816
New +$947K 0.39% 79
2025
Q3
$2.38M Buy
11,625
+1,223
+12% +$222K 1% 21
2025
Q2
$1.9M Buy
10,402
+2,043
+24% +$324K 0.82% 25
2025
Q1
$1.21M Buy
8,359
+2,862
+52% +$481K 0.57% 44
2024
Q4
$894K Buy
5,497
+3,829
+230% +$694K 0.43% 75
2024
Q3
$337K Buy
1,668
+1,435
+616% +$294K 0.17% 129
2024
Q2
$55K Buy
+233
New +$50K 0.03% 306

Other funds holding AMAT

Ridgewood Investments's AMAT Position: Q2 2026 in Review

Ridgewood Investments reduced its Applied Materials (AMAT) stake by 36% in Q2 2026, selling an estimated $473K and leaving 1,791 shares worth $1.29M. The position accounts for 0.48% of the portfolio, ranked #62.

Ridgewood Investments first reported a position in AMAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Ridgewood Investments held 1,791 shares of Applied Materials worth $1.29M as of Q2 2026.
  • Ridgewood Investments sold 1,025 Applied Materials shares in Q2 2026, an estimated $473K.
  • Applied Materials made up 0.48% of Ridgewood Investments's portfolio in Q2 2026, its #62 holding.
  • Ridgewood Investments first reported a position in Applied Materials in Q2 2024 and has held it in 8 quarters since.
  • Ridgewood Investments's Applied Materials position peaked at $2.38M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.