SPWM Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
SPWM Advisors's AMAT Position: Q2 2026 in Review
SPWM Advisors reduced its Applied Materials (AMAT) stake by 29% in Q2 2026, selling an estimated $830K and leaving 4,387 shares worth $2.32M. The position accounts for 2.15% of the portfolio, ranked #8.
SPWM Advisors first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.67M in Q1 2026. 3,492 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- SPWM Advisors held 4,387 shares of Applied Materials worth $2.32M as of Q2 2026.
- SPWM Advisors sold 1,799 Applied Materials shares in Q2 2026, an estimated $830K.
- Applied Materials made up 2.15% of SPWM Advisors's portfolio in Q2 2026, its #8 holding.
- SPWM Advisors first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- SPWM Advisors's Applied Materials position peaked at $2.67M in Q1 2026.
- 3,492 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.