MCM
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Maple Capital Management’s Applied Materials AMAT Stock Holding History

Maple 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
Q1 		$33.8M Buy
98,929
+289
+0.3% +$97.2K 2.26% 17
2025
Q4 		$25.3M Buy
98,640
+7,710
+8% +$1.85M 1.6% 23
2025
Q3 		$18.6M Buy
90,930
+2,489
+3% +$452K 1.22% 25
2025
Q2 		$16.2M Buy
88,441
+2,673
+3% +$424K 1.11% 29
2025
Q1 		$12.4M Buy
85,768
+2,480
+3% +$417K 0.96% 32
2024
Q4 		$13.5M Buy
83,288
+14,419
+21% +$2.61M 1% 30
2024
Q3 		$13.9M Sell
68,869
-1,941
-3% -$398K 1.06% 30
2024
Q2 		$16.7M Sell
70,810
-4,106
-5% -$881K 1.36% 25
2024
Q1 		$15.4M Sell
74,916
-5,444
-7% -$999K 1.41% 25
2023
Q4 		$13M Buy
80,360
+1,080
+1% +$159K 1.3% 29
2023
Q3 		$11M Buy
79,280
+351
+0.4% +$50.3K 1.25% 30
2023
Q2 		$11.4M Buy
78,929
+1,419
+2% +$178K 1.24% 30
2023
Q1 		$9.52M Buy
77,510
+2,569
+3% +$295K 1.16% 30
2022
Q4 		$7.3M Buy
74,941
+911
+1% +$87.4K 0.97% 32
2022
Q3 		$7.97M Buy
74,030
+1,187
+2% +$114K 1.01% 32
2022
Q2 		$6.63M Buy
+72,843
New +$7.99M 0.87% 35

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

Maple Capital Management's AMAT Position: Q1 2026 in Review

Maple Capital Management increased its Applied Materials (AMAT) stake by 0.29% in Q1 2026, buying an estimated $97.2K and bringing the position to 98,929 shares worth $33.8M. The position accounts for 2.26% of the portfolio, ranked #17.

Maple Capital Management first reported a position in AMAT in Q2 2022 and has held it in 16 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Maple Capital Management held 98,929 shares of Applied Materials worth $33.8M as of Q1 2026.
  • Maple Capital Management bought 289 Applied Materials shares in Q1 2026, an estimated $97.2K.
  • Applied Materials made up 2.26% of Maple Capital Management's portfolio in Q1 2026, its #17 holding.
  • Maple Capital Management first reported a position in Applied Materials in Q2 2022 and has held it in 16 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.