Verdad Advisers’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Verdad Advisers's AMAT Position: Q2 2026 in Review
Verdad Advisers reduced its Applied Materials (AMAT) stake by 62% in Q2 2026, selling an estimated $833K and leaving 1,089 shares worth $787K. The position accounts for 0.75% of the portfolio, ranked #38.
Verdad Advisers first reported a position in AMAT in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.76M in Q1 2022. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Verdad Advisers held 1,089 shares of Applied Materials worth $787K as of Q2 2026.
- Verdad Advisers sold 1,805 Applied Materials shares in Q2 2026, an estimated $833K.
- Applied Materials made up 0.75% of Verdad Advisers's portfolio in Q2 2026, its #38 holding.
- Verdad Advisers first reported a position in Applied Materials in Q3 2021 and has held it in 7 quarters since.
- Verdad Advisers's Applied Materials position peaked at $3.76M in Q1 2022.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.