Berkshire Asset Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$690K Sell
955
-5
-0.5% -$2.31K 0.03% 156
2026
Q1
$328K Buy
960
+40
+4% +$13.5K 0.01% 207
2025
Q4
$236K Buy
+920
New +$221K 0.01% 244

Other funds holding AMAT

Berkshire Asset Management's AMAT Position: Q2 2026 in Review

Berkshire Asset Management reduced its Applied Materials (AMAT) stake by 0.52% in Q2 2026, selling an estimated $2.31K and leaving 955 shares worth $690K. The position accounts for 0.03% of the portfolio, ranked #156.

Berkshire Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Berkshire Asset Management held 955 shares of Applied Materials worth $690K as of Q2 2026.
  • Berkshire Asset Management sold 5 Applied Materials shares in Q2 2026, an estimated $2.31K.
  • Applied Materials made up 0.03% of Berkshire Asset Management's portfolio in Q2 2026, its #156 holding.
  • Berkshire Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.