Sawgrass Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Sawgrass Asset Management's AMAT Position: Q2 2026 in Review
Sawgrass Asset Management reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $2.22M and leaving 28,062 shares worth $20.3M. The position accounts for 2.68% of the portfolio, ranked #8.
Sawgrass Asset Management first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Sawgrass Asset Management held 28,062 shares of Applied Materials worth $20.3M as of Q2 2026.
- Sawgrass Asset Management sold 4,821 Applied Materials shares in Q2 2026, an estimated $2.22M.
- Applied Materials made up 2.68% of Sawgrass Asset Management's portfolio in Q2 2026, its #8 holding.
- Sawgrass Asset Management first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
- 3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.