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MBB Public Markets’s Applied Materials AMAT Stock Holding History

MBB Public Markets’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
2025
Q3 		– Sell
-1,565
Closed -$287K – 63
2025
Q2 		$287K Sell
1,565
-369
-19% -$58.5K 0.03% 151
2025
Q1 		$281K Buy
+1,934
New +$325K 0.03% 513
2024
Q4 		– Sell
-63,584
Closed -$12.8M – 109
2024
Q3 		$12.8M Sell
63,584
-12,537
-16% -$2.57M 0.72% 38
2024
Q2 		$18M Buy
76,121
+53,606
+238% +$11.5M 0.36% 57
2024
Q1 		$4.64M Sell
22,515
-12,707
-36% -$2.33M 0.28% 52
2023
Q4 		$5.71M Sell
35,222
-27,100
-43% -$3.98M 0.35% 48
2023
Q3 		$8.63M Sell
62,322
-1,640
-3% -$235K 0.52% 44
2023
Q2 		$9.25M Sell
63,962
-11,553
-15% -$1.45M 0.48% 42
2023
Q1 		$9.28M Sell
75,515
-53,292
-41% -$6.12M 0.51% 30
2022
Q4 		$12.5M Buy
128,807
+1,207
+0.9% +$116K 0.34% 28
2022
Q3 		$10.5M Sell
127,600
-5,420
-4% -$523K 0.27% 28
2022
Q2 		$12.1M Buy
133,020
+116,812
+721% +$12.8M 0.29% 24
2022
Q1 		$2.14M Buy
16,208
+9,048
+126% +$1.25M 0.04% 41
2021
Q4 		$1.13M Buy
+7,160
New +$1.04M 0.02% 126

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MBB Public Markets's AMAT Position: Q3 2025 in Review

MBB Public Markets sold out of Applied Materials (AMAT) in Q3 2025, closing a stake of 1,565 shares — an estimated $287K sold.

MBB Public Markets first reported a position in AMAT in Q4 2021 and held it in 14 quarters. The position peaked at $18M in Q2 2024. 2,353 funds tracked by Wall St. Rank hold AMAT as of Q3 2025.

  • MBB Public Markets reported no remaining Applied Materials position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 1,565 Applied Materials shares in Q3 2025, an estimated $287K.
  • MBB Public Markets first reported a position in Applied Materials in Q4 2021 and held it in 14 quarters.
  • MBB Public Markets's Applied Materials position peaked at $18M in Q2 2024.
  • 2,353 funds tracked by Wall St. Rank held Applied Materials as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.