SIH 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
$28.2M Sell
39,002
-5,217
-12% -$2.41M 0.18% 46
2026
Q1
$15.1M Buy
+44,219
New +$14.9M 0.2% 56
2025
Q4
– Sell
-4,048
Closed -$829K – 211
2025
Q3
$829K Buy
+4,048
New +$734K 0.02% 125

Other funds holding AMAT

SIH Partners's AMAT Position: Q2 2026 in Review

SIH Partners reduced its Applied Materials (AMAT) stake by 12% in Q2 2026, selling an estimated $2.41M and leaving 39,002 shares worth $28.2M. The position accounts for 0.18% of the portfolio, ranked #46.

SIH Partners first reported a position in AMAT in Q3 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • SIH Partners held 39,002 shares of Applied Materials worth $28.2M as of Q2 2026.
  • SIH Partners sold 5,217 Applied Materials shares in Q2 2026, an estimated $2.41M.
  • Applied Materials made up 0.18% of SIH Partners's portfolio in Q2 2026, its #46 holding.
  • SIH Partners first reported a position in Applied Materials in Q3 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.