Vision Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Vision Capital Management's AMAT Position: Q2 2026 in Review
Vision Capital Management reduced its Applied Materials (AMAT) stake by 8.7% in Q2 2026, selling an estimated $385K and leaving 8,786 shares worth $6.35M. The position accounts for 0.73% of the portfolio, ranked #28.
Vision Capital Management first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Vision Capital Management held 8,786 shares of Applied Materials worth $6.35M as of Q2 2026.
- Vision Capital Management sold 834 Applied Materials shares in Q2 2026, an estimated $385K.
- Applied Materials made up 0.73% of Vision Capital Management's portfolio in Q2 2026, its #28 holding.
- Vision Capital Management first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
- 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.