Longaeva Partners’s Applied Materials AMAT Stock Holding History

Longaeva 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	–	Sell	-28,000	Closed	-$9.57M	–	343
2026 Q1	$9.57M	Buy	+28,000	New	+$9.42M	0.35%	73

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

Longaeva Partners's AMAT Position: Q2 2026 in Review

Longaeva Partners sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 48,642 shares — an estimated $16.6M sold.

Longaeva Partners first reported a position in AMAT in Q1 2026 and held it in 1 quarter. The position peaked at $16.6M in Q1 2026. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Longaeva Partners reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
Longaeva Partners sold 48,642 Applied Materials shares in Q2 2026, an estimated $16.6M.
Longaeva Partners first reported a position in Applied Materials in Q1 2026 and held it in 1 quarter.
Longaeva Partners's Applied Materials position peaked at $16.6M in Q1 2026.
3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Longaeva Partners's 13F filing for Q2 2026, filed 14 Aug 2026.