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Gerber LLC’s Applied Materials AMAT Stock Holding History

Gerber LLC’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 		$282K Buy
+390
New +$180K 0.13% 69
2025
Q3 		– Sell
-3,153
Closed -$577K – 88
2025
Q2 		$577K Hold
3,153
– – 0.41% 40
2025
Q1 		$458K Hold
3,153
– – 0.38% 45
2024
Q4 		$513K Hold
3,153
– – 0.37% 42
2024
Q3 		$637K Hold
3,153
– – 0.47% 34
2024
Q2 		$744K Hold
3,153
– – 0.59% 28
2024
Q1 		$650K Hold
3,153
– – 0.55% 34
2023
Q4 		$511K Buy
+3,153
New +$463K 0.46% 38

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gerber LLC's AMAT Position: Q2 2026 in Review

Gerber LLC opened a new position in Applied Materials (AMAT) in Q2 2026: 390 shares worth $282K. The stake represents 0.13% of the portfolio and ranks #69 among its holdings. This is a return to the name: Gerber LLC previously reported a position in AMAT as recently as Q2 2025.

Gerber LLC first reported a position in AMAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $744K in Q2 2024. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Gerber LLC held 390 shares of Applied Materials worth $282K as of Q2 2026.
  • Applied Materials was a new Gerber LLC position in Q2 2026.
  • Applied Materials made up 0.13% of Gerber LLC's portfolio in Q2 2026, its #69 holding.
  • Gerber LLC first reported a position in Applied Materials in Q4 2023 and has held it in 8 quarters since.
  • Gerber LLC's Applied Materials position peaked at $744K in Q2 2024.
  • 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.