Lee, Danner & Bass’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.42M Buy
2,785
+1,300
+88% +$660K 0.08% 136
2026
Q2
$1.07M Sell
1,485
-73
-5% -$33.7K 0.06% 151
2026
Q1
$532K Hold
1,558
– – 0.03% 186
2025
Q4
$400K Hold
1,558
– – 0.03% 188
2025
Q3
$319K Hold
1,558
– – 0.02% 200
2025
Q2
$285K Hold
1,558
– – 0.02% 200
2025
Q1
$226K Buy
1,558
+127
+9% +$21.4K 0.02% 210
2024
Q4
$233K Sell
1,431
-750
-34% -$136K 0.02% 215
2024
Q3
$441K Hold
2,181
– – 0.03% 175
2024
Q2
$515K Buy
+2,181
New +$468K 0.04% 165
2023
Q4
$353K Hold
2,181
– – 0.03% 177
2023
Q3
$302K Buy
2,181
+10
+0.5% +$1.43K 0.03% 182
2023
Q2
$314K Buy
2,171
+28
+1% +$3.5K 0.03% 180
2023
Q1
$263K Sell
2,143
-600
-22% -$68.9K 0.02% 186
2022
Q4
$267K Hold
2,743
– – 0.03% 182
2022
Q3
$225K Buy
2,743
+40
+1% +$3.86K 0.02% 182
2022
Q2
$246K Hold
2,703
– – 0.02% 181
2022
Q1
$356K Buy
2,703
+474
+21% +$65.3K 0.03% 171
2021
Q4
$351K Hold
2,229
– – 0.03% 169
2021
Q3
$287K Hold
2,229
– – 0.03% 177
2021
Q2
$317K Buy
2,229
+100
+5% +$13.4K 0.03% 172
2021
Q1
$284K Buy
+2,129
New +$235K 0.03% 168

Other funds holding AMAT

Lee, Danner & Bass's AMAT Position: Q3 2026 in Review

Lee, Danner & Bass increased its Applied Materials (AMAT) stake by 88% in Q3 2026, buying an estimated $660K and bringing the position to 2,785 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #136.

Lee, Danner & Bass first reported a position in AMAT in Q1 2021 and has held it in 22 quarters since. 1,287 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Lee, Danner & Bass held 2,785 shares of Applied Materials worth $1.42M as of Q3 2026.
  • Lee, Danner & Bass bought 1,300 Applied Materials shares in Q3 2026, an estimated $660K.
  • Applied Materials made up 0.08% of Lee, Danner & Bass's portfolio in Q3 2026, its #136 holding.
  • Lee, Danner & Bass first reported a position in Applied Materials in Q1 2021 and has held it in 22 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.