Elefante Mark B’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
$9.02M Buy
12,473
+269
+2% +$124K 3.88% 6
2026
Q1
$4.17M Buy
12,204
+2,706
+28% +$910K 2.29% 22
2025
Q4
$2.44M Buy
9,498
+3,520
+59% +$844K 1.5% 26
2025
Q3
$1.22M Buy
5,978
+3,953
+195% +$717K 0.78% 34
2025
Q2
$371K Buy
+2,025
New +$321K 0.28% 46

Other funds holding AMAT

Elefante Mark B's AMAT Position: Q2 2026 in Review

Elefante Mark B increased its Applied Materials (AMAT) stake by 2.2% in Q2 2026, buying an estimated $124K and bringing the position to 12,473 shares worth $9.02M. The position accounts for 3.88% of the portfolio, ranked #6.

Elefante Mark B first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Elefante Mark B held 12,473 shares of Applied Materials worth $9.02M as of Q2 2026.
  • Elefante Mark B bought 269 Applied Materials shares in Q2 2026, an estimated $124K.
  • Applied Materials made up 3.88% of Elefante Mark B's portfolio in Q2 2026, its #6 holding.
  • Elefante Mark B first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.