Taylor Hoffman Capital Management’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
$33.5M Buy
46,341
+26
+0.1% +$12K 8.14% 2
2026
Q1
$15.8M Sell
46,315
-2,049
-4% -$689K 4.88% 4
2025
Q4
$12.4M Buy
48,364
+578
+1% +$139K 3.78% 6
2025
Q3
$9.78M Buy
47,786
+345
+0.7% +$62.6K 3.08% 6
2025
Q2
$8.69M Buy
47,441
+1,570
+3% +$249K 2.97% 6
2025
Q1
$6.68M Buy
45,871
+471
+1% +$79.2K 2.48% 10
2024
Q4
$7.38M Buy
45,400
+419
+0.9% +$75.9K 2.68% 6
2024
Q3
$8.17M Buy
+44,981
New +$9.23M 3.13% 5

Other funds holding AMAT

Taylor Hoffman Capital Management's AMAT Position: Q2 2026 in Review

Taylor Hoffman Capital Management increased its Applied Materials (AMAT) stake by 0.06% in Q2 2026, buying an estimated $12K and bringing the position to 46,341 shares worth $33.5M. The position accounts for 8.14% of the portfolio, ranked #2.

Taylor Hoffman Capital Management first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Taylor Hoffman Capital Management held 46,341 shares of Applied Materials worth $33.5M as of Q2 2026.
  • Taylor Hoffman Capital Management bought 26 Applied Materials shares in Q2 2026, an estimated $12K.
  • Applied Materials made up 8.14% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #2 holding.
  • Taylor Hoffman Capital Management first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
  • 3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.