Wynn Capital’s Applied Materials AMAT Stock Holding History

Wynn 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	$5.78M	Buy	8,000 +3	+0%	+$1.38K	2.58%	7
2026 Q1	$2.73M	Buy	7,997 +40	+0.5%	+$13.5K	1.4%	19
2025 Q4	$2.04M	Sell	7,957 -293	-4%	-$70.2K	0.99%	30
2025 Q3	$1.69M	Buy	8,250 +60	+0.7%	+$10.9K	0.82%	35
2025 Q2	$1.5M	Buy	8,190 +85	+1%	+$13.5K	0.8%	37
2025 Q1	$1.18M	Buy	8,105 +162	+2%	+$27.2K	0.7%	41
2024 Q4	$1.29M	Buy	7,943 +95	+1%	+$17.2K	0.82%	35
2024 Q3	$1.59M	Buy	7,848 +360	+5%	+$73.8K	1.04%	32
2024 Q2	$1.77M	Buy	7,488 +83	+1%	+$17.8K	1.31%	24
2024 Q1	$1.53M	Sell	7,405 -70	-0.9%	-$12.8K	1.18%	28
2023 Q4	$1.21M	Buy	+7,475	New	+$1.1M	0.99%	34

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Wynn Capital's AMAT Position: Q2 2026 in Review

Wynn Capital increased its Applied Materials (AMAT) stake by 0.04% in Q2 2026, buying an estimated $1.38K and bringing the position to 8,000 shares worth $5.78M. The position accounts for 2.58% of the portfolio, ranked #7.

Wynn Capital first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 1,616 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Wynn Capital held 8,000 shares of Applied Materials worth $5.78M as of Q2 2026.
Wynn Capital bought 3 Applied Materials shares in Q2 2026, an estimated $1.38K.
Applied Materials made up 2.58% of Wynn Capital's portfolio in Q2 2026, its #7 holding.
Wynn Capital first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
1,616 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wynn Capital's 13F filing for Q2 2026, filed 8 Jul 2026.