Birchbrook’s Applied Materials AMAT Stock Holding History

Birchbrook’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	$578K	Hold	800	–	–	0.27%	54
2026 Q1	$273K	Hold	800	–	–	0.13%	70
2025 Q4	$206K	Hold	800	–	–	0.1%	79
2025 Q3	$164K	Hold	800	–	–	0.08%	88
2025 Q2	$146K	Hold	800	–	–	0.08%	87
2025 Q1	$116K	Hold	800	–	–	0.07%	90
2024 Q4	$130K	Hold	800	–	–	0.07%	87
2024 Q3	$162K	Hold	800	–	–	0.09%	72
2024 Q2	$189K	Hold	800	–	–	0.11%	71
2024 Q1	$165K	Hold	800	–	–	0.1%	75
2023 Q4	$130K	Buy	+800	New	+$118K	0.09%	82

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

Birchbrook's AMAT Position: Q2 2026 in Review

Birchbrook held its Applied Materials (AMAT) position steady in Q2 2026 at 800 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #54.

Birchbrook first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Birchbrook held 800 shares of Applied Materials worth $578K as of Q2 2026.
Birchbrook left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.27% of Birchbrook's portfolio in Q2 2026, its #54 holding.
Birchbrook first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.