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HUB Investment Partners’s Applied Materials AMAT Stock Holding History

HUB Investment Partners’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 		$37.7M Buy
52,157
+3,307
+7% +$1.53M 0.68% 27
2026
Q1 		$16.7M Sell
48,850
-937
-2% -$315K 0.4% 47
2025
Q4 		$12.8M Buy
+49,787
New +$11.9M 0.33% 60
2025
Q3 		– Sell
-48,392
Closed -$8.86M – 827
2025
Q2 		$8.86M Buy
48,392
+35,885
+287% +$5.69M 0.3% 78
2025
Q1 		$1.81M Buy
12,507
+129
+1% +$21.7K 0.07% 170
2024
Q4 		$2.01M Sell
12,378
-61
-0.5% -$11.1K 0.08% 153
2024
Q3 		$2.51M Sell
12,439
-373
-3% -$76.5K 0.11% 141
2024
Q2 		$3.02M Buy
12,812
+656
+5% +$141K 0.11% 128
2024
Q1 		$2.51M Buy
12,156
+1,143
+10% +$210K 0.14% 132
2023
Q4 		$1.78M Buy
11,013
+9,209
+510% +$1.35M 0.12% 138
2023
Q3 		$250K Buy
1,804
+163
+10% +$23.4K 0.04% 215
2023
Q2 		$237K Buy
+1,641
New +$205K 0.04% 218

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 $3.38T AUM 44.17% 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

HUB Investment Partners's AMAT Position: Q2 2026 in Review

HUB Investment Partners increased its Applied Materials (AMAT) stake by 6.8% in Q2 2026, buying an estimated $1.53M and bringing the position to 52,157 shares worth $37.7M. The position accounts for 0.68% of the portfolio, ranked #27.

HUB Investment Partners first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • HUB Investment Partners held 52,157 shares of Applied Materials worth $37.7M as of Q2 2026.
  • HUB Investment Partners bought 3,307 Applied Materials shares in Q2 2026, an estimated $1.53M.
  • Applied Materials made up 0.68% of HUB Investment Partners's portfolio in Q2 2026, its #27 holding.
  • HUB Investment Partners first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.