Elefante Mark B’s Applied Materials AMAT Stock Holding History

Elefante Mark B’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elefante Mark B's AMAT Position: Q1 2026 in Review

Elefante Mark B increased its Applied Materials (AMAT) stake by 28% in Q1 2026, buying an estimated $910K and bringing the position to 12,204 shares worth $4.17M. The position accounts for 2.29% of the portfolio, ranked #22.

Elefante Mark B first reported a position in AMAT in Q2 2025 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Elefante Mark B held 12,204 shares of Applied Materials worth $4.17M as of Q1 2026.
Elefante Mark B bought 2,706 Applied Materials shares in Q1 2026, an estimated $910K.
Applied Materials made up 2.29% of Elefante Mark B's portfolio in Q1 2026, its #22 holding.
Elefante Mark B first reported a position in Applied Materials in Q2 2025 and has held it in 4 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.