MB, Levis & Associates’s Applied Materials AMAT Stock Holding History

MB, Levis & Associates’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	$517K	Hold	715	–	–	0.19%	46
2026 Q1	$244K	Buy	715 +1	+0.1%	+$336	0.1%	51
2025 Q4	$183K	Buy	714 +1	+0.1%	+$240	0.08%	59
2025 Q3	$146K	Buy	713 +2	+0.3%	+$363	0.06%	63
2025 Q2	$130K	Buy	711 +2	+0.3%	+$317	0.06%	80
2025 Q1	$103K	Buy	709 +2	+0.3%	+$336	0.05%	84
2024 Q4	$115K	Buy	707 +2	+0.3%	+$362	0.06%	78
2024 Q3	$142K	Buy	705 +1	+0.1%	+$205	0.07%	71
2024 Q2	$166K	Buy	704 +2	+0.3%	+$429	0.09%	65
2024 Q1	$145K	Buy	702 +1	+0.1%	+$183	0.08%	67
2023 Q4	$114K	Buy	701 +1	+0.1%	+$147	0.07%	75
2023 Q3	$96.9K	Hold	700	–	–	0.06%	80
2023 Q2	$101K	Hold	700	–	–	0.06%	82
2023 Q1	$86K	Hold	700	–	–	0.06%	87
2022 Q4	$68.2K	Buy	+700	New	+$67.2K	0.05%	91

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

MB, Levis & Associates's AMAT Position: Q2 2026 in Review

MB, Levis & Associates held its Applied Materials (AMAT) position steady in Q2 2026 at 715 shares worth $517K. The position accounts for 0.19% of the portfolio, ranked #46.

MB, Levis & Associates first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

MB, Levis & Associates held 715 shares of Applied Materials worth $517K as of Q2 2026.
MB, Levis & Associates left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.19% of MB, Levis & Associates's portfolio in Q2 2026, its #46 holding.
MB, Levis & Associates first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.