SummitTX Capital’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
SummitTX Capital's AMAT Position: Q2 2026 in Review
SummitTX Capital reduced its Applied Materials (AMAT) stake by 3.8% in Q2 2026, selling an estimated $1.08M and leaving 59,729 shares worth $43.2M. The position accounts for 1.11% of the portfolio, ranked #6.
SummitTX Capital first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- SummitTX Capital held 59,729 shares of Applied Materials worth $43.2M as of Q2 2026.
- SummitTX Capital sold 2,333 Applied Materials shares in Q2 2026, an estimated $1.08M.
- Applied Materials made up 1.11% of SummitTX Capital's portfolio in Q2 2026, its #6 holding.
- SummitTX Capital first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
- 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.