Mezzasalma Advisors’s Applied Materials AMAT Stock Holding History

Mezzasalma Advisors’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	$1.49M	Buy	2,064 +4	+0.2%	+$1.85K	0.3%	59
2026 Q1	$704K	Hold	2,060	–	–	0.18%	71
2025 Q4	$554K	Hold	2,060	–	–	0.13%	94
2025 Q3	$422K	Hold	2,060	–	–	0.11%	108
2025 Q2	$377K	Hold	2,060	–	–	0.11%	103
2025 Q1	$299K	Hold	2,060	–	–	0.1%	115
2024 Q4	$335K	Buy	2,060 +60	+3%	+$10.9K	0.11%	107
2024 Q3	$404K	Hold	2,000	–	–	0.16%	55
2024 Q2	$472K	Hold	2,000	–	–	0.2%	48
2024 Q1	$412K	Hold	2,000	–	–	0.2%	62
2023 Q4	$324K	Hold	2,000	–	–	0.18%	66
2023 Q3	$277K	Hold	2,000	–	–	0.17%	70
2023 Q2	$289K	Hold	2,000	–	–	0.18%	73
2023 Q1	$246K	Buy	+2,000	New	+$230K	0.17%	77
2022 Q2	–	Sell	-2,000	Closed	-$264K	–	84
2022 Q1	$264K	Hold	2,000	–	–	0.16%	76
2021 Q4	$315K	Hold	2,000	–	–	0.17%	73
2021 Q3	$257K	Hold	2,000	–	–	0.14%	79
2021 Q2	$285K	Hold	2,000	–	–	0.16%	75
2021 Q1	$267K	Buy	+2,000	New	+$221K	0.17%	74

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mezzasalma Advisors's AMAT Position: Q2 2026 in Review

Mezzasalma Advisors increased its Applied Materials (AMAT) stake by 0.19% in Q2 2026, buying an estimated $1.85K and bringing the position to 2,064 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #59.

Mezzasalma Advisors first reported a position in AMAT in Q1 2021 and has held it in 19 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mezzasalma Advisors held 2,064 shares of Applied Materials worth $1.49M as of Q2 2026.
Mezzasalma Advisors bought 4 Applied Materials shares in Q2 2026, an estimated $1.85K.
Applied Materials made up 0.3% of Mezzasalma Advisors's portfolio in Q2 2026, its #59 holding.
Mezzasalma Advisors first reported a position in Applied Materials in Q1 2021 and has held it in 19 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.