Havemeyer Place’s Applied Materials AMAT Stock Holding History

Havemeyer Place’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 Q1	–	Sell	-16,984	Closed	-$4.36M	–	509
2025 Q4	$4.36M	Buy	+16,984	New	+$4.07M	0.86%	5

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Havemeyer Place's AMAT Position: Q1 2026 in Review

Havemeyer Place sold out of Applied Materials (AMAT) in Q1 2026, closing a stake of 16,984 shares — an estimated $4.36M sold.

Havemeyer Place first reported a position in AMAT in Q4 2025 and held it in 1 quarter. The position peaked at $4.36M in Q4 2025. 2,939 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Havemeyer Place reported no remaining Applied Materials position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 16,984 Applied Materials shares in Q1 2026, an estimated $4.36M.
Havemeyer Place first reported a position in Applied Materials in Q4 2025 and held it in 1 quarter.
Havemeyer Place's Applied Materials position peaked at $4.36M in Q4 2025.
2,939 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.