Westwind Capital
AMAT icon

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
Q3 		$1.28M Sell
2,508
-66
-3% -$33.5K 0.3% 74
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 $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Westwind Capital's AMAT Position: Q3 2026 in Review

Westwind Capital reduced its Applied Materials (AMAT) stake by 2.6% in Q3 2026, selling an estimated $33.5K and leaving 2,508 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #74.

Westwind Capital first reported a position in AMAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.86M in Q2 2026. 1,406 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Westwind Capital held 2,508 shares of Applied Materials worth $1.28M as of Q3 2026.
  • Westwind Capital sold 66 Applied Materials shares in Q3 2026, an estimated $33.5K.
  • Applied Materials made up 0.3% of Westwind Capital's portfolio in Q3 2026, its #74 holding.
  • Westwind Capital first reported a position in Applied Materials in Q1 2026 and has held it in 3 quarters since.
  • Westwind Capital's Applied Materials position peaked at $1.86M in Q2 2026.
  • 1,406 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.