Geneva Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Geneva Partners's AMAT Position: Q2 2026 in Review
Geneva Partners opened a new position in Applied Materials (AMAT) in Q2 2026: 16,410 shares worth $11.9M. The stake represents 3.16% of the portfolio and ranks #9 among its holdings. This is a return to the name: Geneva Partners previously reported a position in AMAT as recently as Q3 2024.
Geneva Partners first reported a position in AMAT in Q4 2021 and has held it in 6 quarters since. 3,506 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Geneva Partners held 16,410 shares of Applied Materials worth $11.9M as of Q2 2026.
- Applied Materials was a new Geneva Partners position in Q2 2026.
- Applied Materials made up 3.16% of Geneva Partners's portfolio in Q2 2026, its #9 holding.
- Geneva Partners first reported a position in Applied Materials in Q4 2021 and has held it in 6 quarters since.
- 3,506 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.