Three Seasons Wealth’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Three Seasons Wealth's AMAT Position: Q2 2026 in Review
Three Seasons Wealth reduced its Applied Materials (AMAT) stake by 72% in Q2 2026, selling an estimated $2.51M and leaving 2,093 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #61.
Three Seasons Wealth first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.57M in Q1 2026. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Three Seasons Wealth held 2,093 shares of Applied Materials worth $1.51M as of Q2 2026.
- Three Seasons Wealth sold 5,432 Applied Materials shares in Q2 2026, an estimated $2.51M.
- Applied Materials made up 0.14% of Three Seasons Wealth's portfolio in Q2 2026, its #61 holding.
- Three Seasons Wealth first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
- Three Seasons Wealth's Applied Materials position peaked at $2.57M in Q1 2026.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.