MOS
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MGO One Seven’s Applied Materials AMAT Stock Holding History

MGO One Seven’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 		$48.4M Buy
66,913
+1,471
+2% +$679K 0.8% 14
2026
Q1 		$22.4M Buy
65,442
+1,905
+3% +$641K 0.45% 36
2025
Q4 		$16.3M Buy
63,537
+25,929
+69% +$6.22M 0.33% 55
2025
Q3 		$7.7M Buy
37,608
+8,915
+31% +$1.62M 0.18% 131
2025
Q2 		$5.25M Buy
28,693
+5,533
+24% +$877K 0.17% 127
2025
Q1 		$3.36M Sell
23,160
-633
-3% -$106K 0.13% 168
2024
Q4 		$3.87M Buy
23,793
+8,462
+55% +$1.53M 0.15% 151
2024
Q3 		$3.1M Buy
15,331
+1,694
+12% +$347K 0.13% 177
2024
Q2 		$3.22M Buy
13,637
+1,248
+10% +$268K 0.15% 149
2024
Q1 		$2.55M Buy
12,389
+1,606
+15% +$295K 0.13% 176
2023
Q4 		$1.75M Buy
10,783
+1,498
+16% +$220K 0.1% 226
2023
Q3 		$1.29M Sell
9,285
-196
-2% -$28.1K 0.1% 226
2023
Q2 		$1.37M Sell
9,481
-2,078
-18% -$260K 0.13% 197
2023
Q1 		$1.42M Buy
11,559
+3,722
+47% +$427K 0.09% 241
2022
Q4 		$763K Sell
7,837
-3,682
-32% -$353K 0.08% 289
2022
Q3 		$943 Sell
11,519
-1,855
-14% -$179K 0.04% 258
2022
Q2 		$1.22M Buy
13,374
+3,844
+40% +$422K 0.17% 142
2022
Q1 		$1.26M Sell
9,530
-3,126
-25% -$430K 0.14% 175
2021
Q4 		$1.99M Buy
12,656
+7,053
+126% +$1.02M 0.21% 121
2021
Q3 		$766K Sell
5,603
-4,184
-43% -$568K 0.1% 253
2021
Q2 		$1.39M Buy
9,787
+2,310
+31% +$310K 0.19% 135
2021
Q1 		$998K Buy
+7,477
New +$825K 0.17% 151
2019
Q1 		– Sell
-1,669
Closed -$54K – 464
2018
Q4 		$54K Buy
+1,669
New +$57.2K 0.02% 608
2018
Q1 		$57K Sell
1,033
-34
-3% -$1.89K 0.03% 578
2017
Q4 		$55K Buy
+1,067
New +$57.8K 0.03% 587

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGO One Seven's AMAT Position: Q2 2026 in Review

MGO One Seven increased its Applied Materials (AMAT) stake by 2.2% in Q2 2026, buying an estimated $679K and bringing the position to 66,913 shares worth $48.4M. The position accounts for 0.8% of the portfolio, ranked #14.

MGO One Seven first reported a position in AMAT in Q4 2017 and has held it in 25 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • MGO One Seven held 66,913 shares of Applied Materials worth $48.4M as of Q2 2026.
  • MGO One Seven bought 1,471 Applied Materials shares in Q2 2026, an estimated $679K.
  • Applied Materials made up 0.8% of MGO One Seven's portfolio in Q2 2026, its #14 holding.
  • MGO One Seven first reported a position in Applied Materials in Q4 2017 and has held it in 25 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.