G&S Capital’s Applied Materials AMAT Stock Holding History

G&S Capital’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	$3.46M	Buy	4,785 +3,827	+399%	+$1.77M	1%	34
2026 Q1	$327K	Buy	958 +1	+0.1%	+$336	0.12%	114
2025 Q4	$246K	Buy	+957	New	+$229K	0.09%	122
2018 Q3	–	Sell	-973	Closed	-$45K	–	203
2018 Q2	$45K	Buy	973 +207	+27%	+$10.7K	0.03%	119
2018 Q1	$43K	Sell	766 -888	-54%	-$49.4K	0.04%	116
2017 Q4	$85K	Buy	+1,654	New	+$89.6K	0.06%	104

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

G&S Capital's AMAT Position: Q2 2026 in Review

G&S Capital increased its Applied Materials (AMAT) stake by 399% in Q2 2026, buying an estimated $1.77M and bringing the position to 4,785 shares worth $3.46M. The position accounts for 1% of the portfolio, ranked #34.

G&S Capital first reported a position in AMAT in Q4 2017 and has held it in 6 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

G&S Capital held 4,785 shares of Applied Materials worth $3.46M as of Q2 2026.
G&S Capital bought 3,827 Applied Materials shares in Q2 2026, an estimated $1.77M.
Applied Materials made up 1% of G&S Capital's portfolio in Q2 2026, its #34 holding.
G&S Capital first reported a position in Applied Materials in Q4 2017 and has held it in 6 quarters since.
605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.