Rockbridge Investment Management’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
$213K Buy
+294
New +$136K 0.02% 142
2024
Q1
– Sell
-673
Closed -$109K – 142
2023
Q4
$109K Buy
+673
New +$98.9K 0.02% 163
2022
Q3
– Sell
-300
Closed -$27.3K – 119
2022
Q2
$27.3K Buy
+300
New +$32.9K 0.01% 272

Other funds holding AMAT

Rockbridge Investment Management's AMAT Position: Q2 2026 in Review

Rockbridge Investment Management opened a new position in Applied Materials (AMAT) in Q2 2026: 294 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #142 among its holdings. This is a return to the name: Rockbridge Investment Management previously reported a position in AMAT as recently as Q4 2023.

Rockbridge Investment Management first reported a position in AMAT in Q2 2022 and has held it in 3 quarters since. 3,514 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Rockbridge Investment Management held 294 shares of Applied Materials worth $213K as of Q2 2026.
  • Applied Materials was a new Rockbridge Investment Management position in Q2 2026.
  • Applied Materials made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #142 holding.
  • Rockbridge Investment Management first reported a position in Applied Materials in Q2 2022 and has held it in 3 quarters since.
  • 3,514 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.