Grant Street Asset Management’s Applied Materials AMAT Stock Holding History

Grant Street Asset Management’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	$1.42M	Buy	1,962 +2	+0.1%	+$923	0.23%	29
2026 Q1	$670K	Sell	1,960 -258	-12%	-$86.8K	0.13%	38
2025 Q4	$570K	Buy	2,218 +63	+3%	+$15.1K	0.11%	41
2025 Q3	$441K	Buy	2,155 +11	+0.5%	+$2K	0.09%	50
2025 Q2	$393K	Buy	2,144 +604	+39%	+$95.7K	0.09%	52
2025 Q1	$224K	Hold	1,540	–	–	0.05%	69
2024 Q4	$250K	Hold	1,540	–	–	0.07%	65
2024 Q3	$311K	Hold	1,540	–	–	0.09%	53
2024 Q2	$363K	Hold	1,540	–	–	0.11%	48
2024 Q1	$318K	Hold	1,540	–	–	0.1%	47
2023 Q4	$250K	Hold	1,540	–	–	0.09%	50
2023 Q3	$213K	Sell	1,540 -2	-0.1%	-$287	0.09%	54
2023 Q2	$223K	Buy	+1,542	New	+$193K	0.08%	57

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Grant Street Asset Management's AMAT Position: Q2 2026 in Review

Grant Street Asset Management increased its Applied Materials (AMAT) stake by 0.1% in Q2 2026, buying an estimated $923 and bringing the position to 1,962 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #29.

Grant Street Asset Management first reported a position in AMAT in Q2 2023 and has held it in 13 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Grant Street Asset Management held 1,962 shares of Applied Materials worth $1.42M as of Q2 2026.
Grant Street Asset Management bought 2 Applied Materials shares in Q2 2026, an estimated $923.
Applied Materials made up 0.23% of Grant Street Asset Management's portfolio in Q2 2026, its #29 holding.
Grant Street Asset Management first reported a position in Applied Materials in Q2 2023 and has held it in 13 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Grant Street Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.