Steve Schonfeld’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
$4.34M Buy
+6,000
New +$2.77M 0.02% 700
2026
Q1
Sell
-11,000
Closed -$2.83M 2173
2025
Q4
$2.83M Sell
11,000
-22,000
-67% -$5.27M 0.01% 755
2025
Q3
$6.76M Buy
+33,000
New +$5.99M 0.04% 472
2025
Q2
Sell
-41,700
Closed -$6.05M 2009
2025
Q1
$6.05M Buy
+41,700
New +$7.01M 0.04% 473
2024
Q4
Sell
-20,200
Closed -$4.08M 1969
2024
Q3
$4.08M Buy
+20,200
New +$4.14M 0.03% 614
2024
Q2
Sell
-75,000
Closed -$15.5M 2119
2024
Q1
$15.5M Buy
+75,000
New +$13.8M 0.1% 233
2023
Q3
Sell
-25,000
Closed -$474K 1745
2023
Q2
$474K Buy
+25,000
New +$3.13M ﹤0.01% 1241

Other funds holding AMAT

Steve Schonfeld's AMAT Position: Q2 2026 in Review

Steve Schonfeld reduced its Applied Materials (AMAT) stake by 58% in Q2 2026, selling an estimated $55.7M and leaving 86,568 shares worth $62.6M. The position accounts for 0.22% of the portfolio, ranked #72.

Steve Schonfeld first reported a position in AMAT in Q2 2016 and has held it in 39 quarters since. The position peaked at $106M in Q4 2025. 3,485 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Steve Schonfeld held 86,568 shares of Applied Materials worth $62.6M as of Q2 2026.
  • Steve Schonfeld sold 120,812 Applied Materials shares in Q2 2026, an estimated $55.7M.
  • Applied Materials made up 0.22% of Steve Schonfeld's portfolio in Q2 2026, its #72 holding.
  • Steve Schonfeld first reported a position in Applied Materials in Q2 2016 and has held it in 39 quarters since.
  • Steve Schonfeld's Applied Materials position peaked at $106M in Q4 2025.
  • 3,485 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.