Berbice Capital Management’s Applied Materials AMAT Stock Holding History

Berbice Capital Management’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	$824K	Hold	1,140	–	–	0.43%	35
2026 Q1	$390K	Buy	1,140 +20	+2%	+$6.73K	0.25%	37
2025 Q4	$288K	Hold	1,120	–	–	0.17%	49
2025 Q3	$229K	Buy	1,120 +100	+10%	+$18.1K	0.14%	54
2025 Q2	$187K	Hold	1,020	–	–	0.13%	54
2025 Q1	$148K	Hold	1,020	–	–	0.13%	54
2024 Q4	$166K	Buy	+1,020	New	+$185K	0.13%	51

Other funds holding AMAT

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Berbice Capital Management's AMAT Position: Q2 2026 in Review

Berbice Capital Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,140 shares worth $824K. The position accounts for 0.43% of the portfolio, ranked #35.

Berbice Capital Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Berbice Capital Management held 1,140 shares of Applied Materials worth $824K as of Q2 2026.
Berbice Capital Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.43% of Berbice Capital Management's portfolio in Q2 2026, its #35 holding.
Berbice Capital Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.