Seascape Capital Management’s Applied Materials AMAT Stock Holding History

Seascape Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Sell	3,439 -7	-0.2%	-$3.23K	0.6%	52
2026 Q1	$1.18M	Buy	3,446 +7	+0.2%	+$2.35K	0.34%	53
2025 Q4	$884K	Sell	3,439 -1,224	-26%	-$293K	0.25%	55
2025 Q3	$955K	Sell	4,663 -544	-10%	-$98.7K	0.27%	58
2025 Q2	$953K	Sell	5,207 -232	-4%	-$36.8K	0.3%	59
2025 Q1	$789K	Sell	5,439 -45	-0.8%	-$7.57K	0.28%	64
2024 Q4	$892K	Sell	5,484 -217	-4%	-$39.3K	0.31%	62
2024 Q3	$1.15M	Buy	5,701 +39	+0.7%	+$8K	0.41%	54
2024 Q2	$1.34M	Sell	5,662 -3	-0.1%	-$644	0.5%	51
2024 Q1	$1.17M	Sell	5,665 -602	-10%	-$110K	0.43%	55
2023 Q4	$1.02M	Buy	6,267 +20	+0.3%	+$2.94K	0.43%	56
2023 Q3	$865K	Sell	6,247 -25	-0.4%	-$3.58K	0.41%	57
2023 Q2	$906K	Buy	6,272 +82	+1%	+$10.3K	0.43%	53
2023 Q1	$760K	Sell	6,190 -434	-7%	-$49.8K	0.39%	58
2022 Q4	$645K	Sell	6,624 -17	-0.3%	-$1.63K	0.35%	63
2022 Q3	$544K	Buy	6,641 +385	+6%	+$37.1K	0.37%	58
2022 Q2	$569K	Sell	6,256 -125	-2%	-$13.7K	0.35%	62
2022 Q1	$841K	Buy	6,381 +30	+0.5%	+$4.13K	0.44%	54
2021 Q4	$999K	Buy	6,351 +128	+2%	+$18.5K	0.47%	51
2021 Q3	$801K	Buy	6,223 +1,019	+20%	+$138K	0.41%	58
2021 Q2	$741K	Buy	5,204 +317	+6%	+$42.5K	0.39%	58
2021 Q1	$653K	Buy	4,887 +920	+23%	+$101K	0.36%	56
2020 Q4	$342K	Buy	+3,967	New	+$293K	0.2%	71

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Seascape Capital Management's AMAT Position: Q2 2026 in Review

Seascape Capital Management reduced its Applied Materials (AMAT) stake by 0.2% in Q2 2026, selling an estimated $3.23K and leaving 3,439 shares worth $2.49M. The position accounts for 0.6% of the portfolio, ranked #52.

Seascape Capital Management first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Seascape Capital Management held 3,439 shares of Applied Materials worth $2.49M as of Q2 2026.
Seascape Capital Management sold 7 Applied Materials shares in Q2 2026, an estimated $3.23K.
Applied Materials made up 0.6% of Seascape Capital Management's portfolio in Q2 2026, its #52 holding.
Seascape Capital Management first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Seascape Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.