Trivium Point Advisory’s Applied Materials AMAT Stock Holding History

Trivium Point Advisory's AMAT Position: Q2 2026 in Review

Trivium Point Advisory increased its Applied Materials (AMAT) stake by 89% in Q2 2026, buying an estimated $432K and bringing the position to 1,987 shares worth $1.44M. The position accounts for 0.13% of the portfolio, ranked #151.

Trivium Point Advisory first reported a position in AMAT in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.9M in Q4 2021. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

• Trivium Point Advisory held 1,987 shares of Applied Materials worth $1.44M as of Q2 2026.
• Trivium Point Advisory bought 937 Applied Materials shares in Q2 2026, an estimated $432K.
• Applied Materials made up 0.13% of Trivium Point Advisory's portfolio in Q2 2026, its #151 holding.
• Trivium Point Advisory first reported a position in Applied Materials in Q1 2021 and has held it in 15 quarters since.
• Trivium Point Advisory's Applied Materials position peaked at $2.9M in Q4 2021.
• 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.