Sagewood Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Sagewood Asset Management's AMAT Position: Q2 2026 in Review
Sagewood Asset Management increased its Applied Materials (AMAT) stake by 53% in Q2 2026, buying an estimated $272K and bringing the position to 1,700 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #66.
Sagewood Asset Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Sagewood Asset Management held 1,700 shares of Applied Materials worth $1.23M as of Q2 2026.
- Sagewood Asset Management bought 590 Applied Materials shares in Q2 2026, an estimated $272K.
- Applied Materials made up 0.28% of Sagewood Asset Management's portfolio in Q2 2026, its #66 holding.
- Sagewood Asset Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
- 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.