Sunbeam Capital Management’s Applied Materials AMAT Stock Holding History

Sunbeam 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	$367K	Buy	+508	New	+$234K	0.17%	89

Other funds holding AMAT

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Sunbeam Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 508 shares worth $367K. The stake represents 0.17% of the portfolio and ranks #89 among its holdings.

1,644 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Sunbeam Capital Management held 508 shares of Applied Materials worth $367K as of Q2 2026.
Applied Materials was a new Sunbeam Capital Management position in Q2 2026.
Applied Materials made up 0.17% of Sunbeam Capital Management's portfolio in Q2 2026, its #89 holding.
1,644 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.