AP
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Americana Partners’s Applied Materials AMAT Stock Holding History

Americana Partners’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 		$1.29M Buy
1,779
+379
+27% +$175K 0.03% 287
2026
Q1 		$479K Sell
1,400
-6,193
-82% -$2.08M 0.01% 355
2025
Q4 		$1.95M Buy
7,593
+59
+0.8% +$14.1K 0.05% 214
2025
Q3 		$1.54M Buy
7,534
+400
+6% +$72.6K 0.05% 217
2025
Q2 		$1.31M Sell
7,134
-8
-0.1% -$1.27K 0.05% 222
2025
Q1 		$1.04M Sell
7,142
-3,716
-34% -$625K 0.04% 217
2024
Q4 		$1.77M Sell
10,858
-19,474
-64% -$3.53M 0.07% 186
2024
Q3 		$6.13M Buy
30,332
+1,387
+5% +$284K 0.42% 69
2024
Q2 		$6.83M Sell
28,945
-993
-3% -$213K 0.54% 48
2024
Q1 		$6.17M Buy
29,938
+972
+3% +$178K 0.51% 53
2023
Q4 		$4.8M Sell
28,966
-84
-0.3% -$12.3K 0.46% 62
2023
Q3 		$4.08M Buy
29,050
+786
+3% +$113K 0.44% 63
2023
Q2 		$4.09M Sell
28,264
-413
-1% -$51.7K 0.53% 49
2023
Q1 		$3.52M Buy
28,677
+2,285
+9% +$262K 0.56% 45
2022
Q4 		$2.37M Buy
26,392
+5,618
+27% +$539K 0.41% 66
2022
Q3 		$1.7M Hold
20,774
– – 0.3% 86
2022
Q2 		$1.89M Buy
20,774
+16,526
+389% +$1.81M 0.34% 77
2022
Q1 		$559K Sell
4,248
-14,477
-77% -$1.99M 0.17% 116
2021
Q4 		$2.95M Buy
18,725
+6,096
+48% +$883K 0.54% 53
2021
Q3 		$1.63M Buy
+12,629
New +$1.71M 0.39% 62
2020
Q1 		– Sell
-32
Closed -$1K – 126
2019
Q4 		$1K Buy
+32
New +$1.8K ﹤0.01% 550

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Americana Partners's AMAT Position: Q2 2026 in Review

Americana Partners increased its Applied Materials (AMAT) stake by 27% in Q2 2026, buying an estimated $175K and bringing the position to 1,779 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #287.

Americana Partners first reported a position in AMAT in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.83M in Q2 2024. 3,483 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Americana Partners held 1,779 shares of Applied Materials worth $1.29M as of Q2 2026.
  • Americana Partners bought 379 Applied Materials shares in Q2 2026, an estimated $175K.
  • Applied Materials made up 0.03% of Americana Partners's portfolio in Q2 2026, its #287 holding.
  • Americana Partners first reported a position in Applied Materials in Q4 2019 and has held it in 21 quarters since.
  • Americana Partners's Applied Materials position peaked at $6.83M in Q2 2024.
  • 3,483 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.