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Berkshire Capital Holdings’s Applied Materials AMAT Stock Holding History

Berkshire Capital Holdings’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
Q1 		$11.1M Buy
32,470
+32,460
+324,600% +$10.9M 4% 11
2025
Q4 		$2.57K Hold
10
– – ﹤0.01% 46
2025
Q3 		$2.05K Hold
10
– – ﹤0.01% 55
2025
Q2 		$1.83K Hold
10
– – ﹤0.01% 59
2025
Q1 		$1.45K Hold
10
– – ﹤0.01% 52
2024
Q4 		$1.63K Hold
10
– – ﹤0.01% 56
2024
Q3 		$2.02K Hold
10
– – ﹤0.01% 47
2024
Q2 		$2.36K Hold
10
– – ﹤0.01% 45
2024
Q1 		$2.06K Hold
10
– – ﹤0.01% 42
2023
Q4 		$1.62K Hold
10
– – ﹤0.01% 48
2023
Q3 		$1.39K Hold
10
– – ﹤0.01% 44
2023
Q2 		$1.45K Hold
10
– – ﹤0.01% 43
2023
Q1 		$1.23K Hold
10
– – ﹤0.01% 44
2022
Q4 		$974 Hold
10
– – ﹤0.01% 49
2022
Q3 		$1K Hold
10
– – ﹤0.01% 46
2022
Q2 		$1K Hold
10
– – ﹤0.01% 45
2022
Q1 		$1K Sell
10
-217,990
-100% -$30M ﹤0.01% 52
2021
Q4 		$34.3M Buy
218,000
+217,990
+2,179,900% +$31.6M 4.59% 7
2021
Q3 		$1K Hold
10
– – ﹤0.01% 61
2021
Q2 		$1K Sell
10
-375,940
-100% -$50.4M ﹤0.01% 69
2021
Q1 		$50.2M Buy
375,950
+375,940
+3,759,400% +$41.5M 5.74% 2
2020
Q4 		$1K Hold
10
– – ﹤0.01% 61
2020
Q3 		$1K Hold
10
– – ﹤0.01% 54
2020
Q2 		$1K Sell
10
-68,700
-100% -$3.71M ﹤0.01% 44
2020
Q1 		$3.15M Sell
68,710
-331,680
-83% -$19.1M 0.93% 21
2019
Q4 		$23.9M Buy
400,390
+71,160
+22% +$4M 7.62% 3
2019
Q3 		$16.4M Buy
+329,230
New +$15.9M 5.46% 6
2018
Q2 		– Sell
-99,710
Closed -$5.54M – 30
2018
Q1 		$5.54M Buy
+99,710
New +$5.55M 4.96% 8

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkshire Capital Holdings's AMAT Position: Q1 2026 in Review

Berkshire Capital Holdings increased its Applied Materials (AMAT) stake by 324,600% in Q1 2026, buying an estimated $10.9M and bringing the position to 32,470 shares worth $11.1M. The position accounts for 4% of the portfolio, ranked #11.

Berkshire Capital Holdings first reported a position in AMAT in Q1 2018 and has held it in 28 quarters since. The position peaked at $50.2M in Q1 2021. 2,937 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Berkshire Capital Holdings held 32,470 shares of Applied Materials worth $11.1M as of Q1 2026.
  • Berkshire Capital Holdings bought 32,460 Applied Materials shares in Q1 2026, an estimated $10.9M.
  • Applied Materials made up 4% of Berkshire Capital Holdings's portfolio in Q1 2026, its #11 holding.
  • Berkshire Capital Holdings first reported a position in Applied Materials in Q1 2018 and has held it in 28 quarters since.
  • Berkshire Capital Holdings's Applied Materials position peaked at $50.2M in Q1 2021.
  • 2,937 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.