Ironvine Capital Partners’s Applied Materials AMAT Stock Holding History

Ironvine Capital 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	$24.4M	Sell	33,703 -5,727	-15%	-$2.64M	2.27%	21
2026 Q1	$13.5M	Sell	39,430 -6,989	-15%	-$2.35M	1.48%	23
2025 Q4	$11.9M	Sell	46,419 -425	-0.9%	-$102K	1.19%	23
2025 Q3	$9.59M	Sell	46,844 -180	-0.4%	-$32.7K	0.95%	26
2025 Q2	$8.61M	Buy	47,024 +1,728	+4%	+$274K	0.89%	29
2025 Q1	$6.57M	Buy	45,296 +13,442	+42%	+$2.26M	0.71%	30
2024 Q4	$5.18M	Buy	31,854 +27,922	+710%	+$5.06M	0.56%	30
2024 Q3	$794K	Buy	+3,932	New	+$806K	0.09%	39

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

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

Ironvine Capital Partners's AMAT Position: Q2 2026 in Review

Ironvine Capital Partners reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $2.64M and leaving 33,703 shares worth $24.4M. The position accounts for 2.27% of the portfolio, ranked #21.

Ironvine Capital Partners first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,508 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ironvine Capital Partners held 33,703 shares of Applied Materials worth $24.4M as of Q2 2026.
Ironvine Capital Partners sold 5,727 Applied Materials shares in Q2 2026, an estimated $2.64M.
Applied Materials made up 2.27% of Ironvine Capital Partners's portfolio in Q2 2026, its #21 holding.
Ironvine Capital Partners first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
3,508 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ironvine Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.