Saranac Partners’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
$9.59M Sell
13,348
-2,257
-14% -$1.04M 2.8% 9
2026
Q1
$5.27M Sell
15,605
-8,882
-36% -$2.99M 2.26% 20
2025
Q4
$6.32M Buy
24,487
+900
+4% +$216K 2.47% 19
2025
Q3
$4.83M Buy
23,587
+1,968
+9% +$357K 0.87% 38
2025
Q2
$3.96M Buy
21,619
+34
+0.2% +$5.39K 2.1% 27
2025
Q1
$3.13M Buy
21,585
+1,673
+8% +$281K 1.78% 29
2024
Q4
$3.24M Buy
19,912
+133
+0.7% +$24.1K 1.79% 30
2024
Q3
$4M Buy
19,779
+2,865
+17% +$588K 6.03% 11
2024
Q2
$3.99M Sell
16,914
-2,681
-14% -$576K 2.37% 24
2024
Q1
$4.04M Buy
19,595
+115
+0.6% +$21.1K 2.47% 21
2023
Q4
$3.16M Buy
+19,480
New +$2.86M 2.08% 25

Other funds holding AMAT

Saranac Partners's AMAT Position: Q2 2026 in Review

Saranac Partners reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $1.04M and leaving 13,348 shares worth $9.59M. The position accounts for 2.8% of the portfolio, ranked #9.

Saranac Partners first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Saranac Partners held 13,348 shares of Applied Materials worth $9.59M as of Q2 2026.
  • Saranac Partners sold 2,257 Applied Materials shares in Q2 2026, an estimated $1.04M.
  • Applied Materials made up 2.8% of Saranac Partners's portfolio in Q2 2026, its #9 holding.
  • Saranac Partners first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.