Ceeto Capital Group’s Applied Materials AMAT Stock Holding History

Ceeto Capital Group’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	$2.82M	Buy	3,900 +1,200	+44%	+$554K	0.76%	31
2026 Q1	$923K	Hold	2,700	–	–	0.28%	78
2025 Q4	$694K	Sell	2,700 -4,000	-60%	-$959K	0.2%	98
2025 Q3	$1.37M	Buy	6,700 +2,700	+68%	+$490K	0.4%	51
2025 Q2	$732K	Sell	4,000 -1,000	-20%	-$158K	0.25%	91
2025 Q1	$726K	Hold	5,000	–	–	0.28%	89
2024 Q4	$813K	Hold	5,000	–	–	0.3%	78
2024 Q3	$1.01M	Buy	5,000 +1,000	+25%	+$205K	0.38%	63
2024 Q2	$944K	Buy	4,000 +1,000	+33%	+$215K	0.37%	66
2024 Q1	$619K	Sell	3,000 -2,000	-40%	-$367K	0.25%	91
2023 Q4	$810K	Hold	5,000	–	–	0.35%	69
2023 Q3	$692K	Hold	5,000	–	–	0.33%	64
2023 Q2	$723K	Hold	5,000	–	–	0.33%	65
2023 Q1	$614K	Hold	5,000	–	–	0.31%	74
2022 Q4	$487K	Hold	5,000	–	–	0.27%	90
2022 Q3	$410K	Hold	5,000	–	–	0.24%	96
2022 Q2	$455K	Buy	+5,000	New	+$548K	0.25%	94
2019 Q2	–	Sell	-12,000	Closed	-$476K	–	131
2019 Q1	$476K	Hold	12,000	–	–	0.35%	83
2018 Q4	$393K	Hold	12,000	–	–	0.32%	82
2018 Q3	$464K	Buy	12,000 +3,000	+33%	+$133K	0.32%	84
2018 Q2	$416K	Hold	9,000	–	–	0.31%	88
2018 Q1	$500K	Hold	9,000	–	–	0.38%	81
2017 Q4	$460K	Buy	+9,000	New	+$488K	0.33%	89

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

Ceeto Capital Group's AMAT Position: Q2 2026 in Review

Ceeto Capital Group increased its Applied Materials (AMAT) stake by 44% in Q2 2026, buying an estimated $554K and bringing the position to 3,900 shares worth $2.82M. The position accounts for 0.76% of the portfolio, ranked #31.

Ceeto Capital Group first reported a position in AMAT in Q4 2017 and has held it in 23 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ceeto Capital Group held 3,900 shares of Applied Materials worth $2.82M as of Q2 2026.
Ceeto Capital Group bought 1,200 Applied Materials shares in Q2 2026, an estimated $554K.
Applied Materials made up 0.76% of Ceeto Capital Group's portfolio in Q2 2026, its #31 holding.
Ceeto Capital Group first reported a position in Applied Materials in Q4 2017 and has held it in 23 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ceeto Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.