Generate Investment Management’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
Q1
$12.6M Buy
+36,882
New +$12.4M 0.62% 36
2025
Q3
Sell
-62,357
Closed -$11.4M 83
2025
Q2
$11.4M Buy
62,357
+24,493
+65% +$3.88M 0.63% 46
2025
Q1
$5.49M Buy
+37,864
New +$6.37M 0.39% 65
2024
Q4
Sell
-41,296
Closed -$8.34M 76
2024
Q3
$8.34M Sell
41,296
-7,922
-16% -$1.62M 0.56% 56
2024
Q2
$11.6M Buy
+49,218
New +$10.6M 0.68% 42
2024
Q1
Sell
-43,188
Closed -$7M 76
2023
Q4
$7M Buy
+43,188
New +$6.35M 0.6% 63

Other funds holding AMAT

Generate Investment Management's AMAT Position: Q1 2026 in Review

Generate Investment Management opened a new position in Applied Materials (AMAT) in Q1 2026: 36,882 shares worth $12.6M. The stake represents 0.62% of the portfolio and ranks #36 among its holdings. This is a return to the name: Generate Investment Management previously reported a position in AMAT as recently as Q2 2025.

Generate Investment Management first reported a position in AMAT in Q4 2023 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Generate Investment Management held 36,882 shares of Applied Materials worth $12.6M as of Q1 2026.
  • Applied Materials was a new Generate Investment Management position in Q1 2026.
  • Applied Materials made up 0.62% of Generate Investment Management's portfolio in Q1 2026, its #36 holding.
  • Generate Investment Management first reported a position in Applied Materials in Q4 2023 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.