Sunpointe’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Sunpointe's AMAT Position: Q2 2026 in Review
Sunpointe increased its Applied Materials (AMAT) stake by 64% in Q2 2026, buying an estimated $640K and bringing the position to 3,554 shares worth $2.57M. The position accounts for 0.73% of the portfolio, ranked #37.
Sunpointe first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Sunpointe held 3,554 shares of Applied Materials worth $2.57M as of Q2 2026.
- Sunpointe bought 1,387 Applied Materials shares in Q2 2026, an estimated $640K.
- Applied Materials made up 0.73% of Sunpointe's portfolio in Q2 2026, its #37 holding.
- Sunpointe first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.