Westerkirk Capital’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Westerkirk Capital's AMAT Position: Q2 2026 in Review
Westerkirk Capital increased its Applied Materials (AMAT) stake by 1.2% in Q2 2026, buying an estimated $185K and bringing the position to 34,606 shares worth $25M. The position accounts for 2.41% of the portfolio, ranked #10.
Westerkirk Capital first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Westerkirk Capital held 34,606 shares of Applied Materials worth $25M as of Q2 2026.
- Westerkirk Capital bought 400 Applied Materials shares in Q2 2026, an estimated $185K.
- Applied Materials made up 2.41% of Westerkirk Capital's portfolio in Q2 2026, its #10 holding.
- Westerkirk Capital first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
- 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.