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Jackson Square Capital’s Applied Materials AMAT Stock Holding History

Jackson Square Capital’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 		$2.16M Buy
+6,319
New +$2.13M 0.45% 50
2020
Q4 		– Sell
-436
Closed -$26K – 154
2020
Q3 		$26K Hold
436
– – 0.01% 210
2020
Q2 		$26K Sell
436
-258
-37% -$13.9K 0.01% 186
2020
Q1 		$32K Hold
694
– – 0.02% 143
2019
Q4 		$42K Buy
+694
New +$39K 0.02% 157

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Square Capital's AMAT Position: Q1 2026 in Review

Jackson Square Capital opened a new position in Applied Materials (AMAT) in Q1 2026: 6,319 shares worth $2.16M. The stake represents 0.45% of the portfolio and ranks #50 among its holdings. This is a return to the name: Jackson Square Capital previously reported a position in AMAT as recently as Q3 2020.

Jackson Square Capital first reported a position in AMAT in Q4 2019 and has held it in 5 quarters since. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Jackson Square Capital held 6,319 shares of Applied Materials worth $2.16M as of Q1 2026.
  • Applied Materials was a new Jackson Square Capital position in Q1 2026.
  • Applied Materials made up 0.45% of Jackson Square Capital's portfolio in Q1 2026, its #50 holding.
  • Jackson Square Capital first reported a position in Applied Materials in Q4 2019 and has held it in 5 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.