May Hill Capital’s Applied Materials AMAT Stock Holding History

May Hill 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 Q3	$665K	Buy	1,300 +6	+0.5%	+$3.05K	0.13%	103
2026 Q2	$936K	Buy	1,294 +37	+3%	+$17.1K	0.2%	84
2026 Q1	$430K	Buy	1,257 +222	+21%	+$74.7K	0.11%	127
2025 Q4	$266K	Buy	+1,035	New	+$248K	0.07%	165

Other funds holding AMAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

May Hill Capital's AMAT Position: Q3 2026 in Review

May Hill Capital increased its Applied Materials (AMAT) stake by 0.46% in Q3 2026, buying an estimated $3.05K and bringing the position to 1,300 shares worth $665K. The position accounts for 0.13% of the portfolio, ranked #103.

May Hill Capital first reported a position in AMAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $936K in Q2 2026. 2,586 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

May Hill Capital held 1,300 shares of Applied Materials worth $665K as of Q3 2026.
May Hill Capital bought 6 Applied Materials shares in Q3 2026, an estimated $3.05K.
Applied Materials made up 0.13% of May Hill Capital's portfolio in Q3 2026, its #103 holding.
May Hill Capital first reported a position in Applied Materials in Q4 2025 and has held it in 4 quarters since.
May Hill Capital's Applied Materials position peaked at $936K in Q2 2026.
2,586 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on May Hill Capital's 13F filing for Q3 2026, filed 3 Nov 2026.