Titleist Asset 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
$780K Buy
1,080
+380
+54% +$175K 0.05% 225
2026
Q1
$239K Buy
+700
New +$235K 0.02% 366
2025
Q1
Sell
-1,733
Closed -$282K 296
2024
Q4
$282K Buy
+1,733
New +$314K 0.03% 260

Other funds holding AMAT

Titleist Asset Management's AMAT Position: Q2 2026 in Review

Titleist Asset Management increased its Applied Materials (AMAT) stake by 54% in Q2 2026, buying an estimated $175K and bringing the position to 1,080 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #225.

Titleist Asset Management first reported a position in AMAT in Q4 2024 and has held it in 3 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Titleist Asset Management held 1,080 shares of Applied Materials worth $780K as of Q2 2026.
  • Titleist Asset Management bought 380 Applied Materials shares in Q2 2026, an estimated $175K.
  • Applied Materials made up 0.05% of Titleist Asset Management's portfolio in Q2 2026, its #225 holding.
  • Titleist Asset Management first reported a position in Applied Materials in Q4 2024 and has held it in 3 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.