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Westwind Capital’s Applied Materials AMAT Stock Holding History

Westwind Capital’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
2,574
+2,309
+871% +$1.07M 0.44% 46
2026
Q1 		$91K Buy
+265
New +$89.1K 0.02% 65

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Westwind Capital's AMAT Position: Q2 2026 in Review

Westwind Capital increased its Applied Materials (AMAT) stake by 871% in Q2 2026, buying an estimated $1.07M and bringing the position to 2,574 shares worth $1.86M. The position accounts for 0.44% of the portfolio, ranked #46.

Westwind Capital first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Westwind Capital held 2,574 shares of Applied Materials worth $1.86M as of Q2 2026.
  • Westwind Capital bought 2,309 Applied Materials shares in Q2 2026, an estimated $1.07M.
  • Applied Materials made up 0.44% of Westwind Capital's portfolio in Q2 2026, its #46 holding.
  • Westwind Capital first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.