Bayban’s Applied Materials AMAT Stock Holding History

Bayban’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	$356K	Hold	493	–	–	0.27%	64
2026 Q1	$169K	Sell	493 -120	-20%	-$40.4K	0.15%	111
2025 Q4	$158K	Buy	+613	New	+$147K	0.14%	113

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bayban's AMAT Position: Q2 2026 in Review

Bayban held its Applied Materials (AMAT) position steady in Q2 2026 at 493 shares worth $356K. The position accounts for 0.27% of the portfolio, ranked #64.

Bayban first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,348 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Bayban held 493 shares of Applied Materials worth $356K as of Q2 2026.
Bayban left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.27% of Bayban's portfolio in Q2 2026, its #64 holding.
Bayban first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
3,348 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.