Mainstream Capital Management’s Applied Materials AMAT Stock Holding History

Mainstream Capital Management’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	$1.06M	Hold	1,468	–	–	0.64%	47
2026 Q1	$502K	Sell	1,468 -50	-3%	-$16.8K	0.34%	61
2025 Q4	$390K	Sell	1,518 -130	-8%	-$31.2K	0.26%	69
2025 Q3	$337K	Hold	1,648	–	–	0.22%	76
2025 Q2	$302K	Hold	1,648	–	–	0.22%	75
2025 Q1	$239K	Hold	1,648	–	–	0.19%	80
2024 Q4	$268K	Hold	1,648	–	–	0.19%	75
2024 Q3	$333K	Buy	+1,648	New	+$338K	0.28%	70

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mainstream Capital Management's AMAT Position: Q2 2026 in Review

Mainstream Capital Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,468 shares worth $1.06M. The position accounts for 0.64% of the portfolio, ranked #47.

Mainstream Capital Management first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mainstream Capital Management held 1,468 shares of Applied Materials worth $1.06M as of Q2 2026.
Mainstream Capital Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.64% of Mainstream Capital Management's portfolio in Q2 2026, its #47 holding.
Mainstream Capital Management first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mainstream Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.