Vann Equity 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
$518K Sell
716
-18
-2% -$8.3K 0.31% 90
2026
Q1
$251K Buy
+734
New +$247K 0.18% 133

Other funds holding AMAT

Vann Equity Management's AMAT Position: Q2 2026 in Review

Vann Equity Management reduced its Applied Materials (AMAT) stake by 2.5% in Q2 2026, selling an estimated $8.3K and leaving 716 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #90.

Vann Equity Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,442 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Vann Equity Management held 716 shares of Applied Materials worth $518K as of Q2 2026.
  • Vann Equity Management sold 18 Applied Materials shares in Q2 2026, an estimated $8.3K.
  • Applied Materials made up 0.31% of Vann Equity Management's portfolio in Q2 2026, its #90 holding.
  • Vann Equity Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,442 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.