Third View Private Wealth’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
$1.1M Buy
1,524
+157
+11% +$72.4K 0.14% 119
2026
Q1
$467K Buy
1,367
+55
+4% +$18.5K 0.06% 171
2025
Q4
$337K Buy
+1,312
New +$315K 0.05% 217

Other funds holding AMAT

Third View Private Wealth's AMAT Position: Q2 2026 in Review

Third View Private Wealth increased its Applied Materials (AMAT) stake by 11% in Q2 2026, buying an estimated $72.4K and bringing the position to 1,524 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #119.

Third View Private Wealth first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 2,230 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Third View Private Wealth held 1,524 shares of Applied Materials worth $1.1M as of Q2 2026.
  • Third View Private Wealth bought 157 Applied Materials shares in Q2 2026, an estimated $72.4K.
  • Applied Materials made up 0.14% of Third View Private Wealth's portfolio in Q2 2026, its #119 holding.
  • Third View Private Wealth first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.