Sculptor Capital’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,884,700
Closed -$42.5M 397
2015
Q1
$42.5M Buy
+1,884,700
New +$45.2M 0.14% 115
2014
Q2
Sell
-729,700
Closed -$14.9M 767
2014
Q1
$14.9M Buy
+729,700
New +$13.4M 0.05% 315

Other funds holding AMAT

Sculptor Capital's AMAT Position: Q2 2026 in Review

Sculptor Capital reduced its Applied Materials (AMAT) stake by 87% in Q2 2026, selling an estimated $120M and leaving 38,300 shares worth $27.7M. The position accounts for 0.23% of the portfolio, ranked #95.

Sculptor Capital first reported a position in AMAT in Q1 2014 and has held it in 9 quarters since. The position peaked at $355M in Q1 2015. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Sculptor Capital held 38,300 shares of Applied Materials worth $27.7M as of Q2 2026.
  • Sculptor Capital sold 259,500 Applied Materials shares in Q2 2026, an estimated $120M.
  • Applied Materials made up 0.23% of Sculptor Capital's portfolio in Q2 2026, its #95 holding.
  • Sculptor Capital first reported a position in Applied Materials in Q1 2014 and has held it in 9 quarters since.
  • Sculptor Capital's Applied Materials position peaked at $355M in Q1 2015.
  • 3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sculptor Capital's 13F filing for Q2 2026, filed 14 Aug 2026.