Milestone Asset Management’s Applied Materials AMAT Stock Holding History

Milestone Asset Management’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	$2.06M	Sell	2,849 -11,386	-80%	-$5.25M	0.32%	83
2026 Q1	$4.87M	Buy	+14,235	New	+$4.79M	0.9%	29
2025 Q4	–	Sell	-3,047	Closed	-$624K	–	213
2025 Q3	$624K	Sell	3,047 -226	-7%	-$41K	0.12%	134
2025 Q2	$599K	Sell	3,273 -414	-11%	-$65.6K	0.13%	131
2025 Q1	$535K	Sell	3,687 -7,194	-66%	-$1.21M	0.11%	134
2024 Q4	$1.77M	Buy	10,881 +4,633	+74%	+$840K	0.39%	70
2024 Q3	$1.26M	Buy	+6,248	New	+$1.28M	0.28%	75

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

Milestone Asset Management's AMAT Position: Q2 2026 in Review

Milestone Asset Management reduced its Applied Materials (AMAT) stake by 80% in Q2 2026, selling an estimated $5.25M and leaving 2,849 shares worth $2.06M. The position accounts for 0.32% of the portfolio, ranked #83.

Milestone Asset Management first reported a position in AMAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q1 2026. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Milestone Asset Management held 2,849 shares of Applied Materials worth $2.06M as of Q2 2026.
Milestone Asset Management sold 11,386 Applied Materials shares in Q2 2026, an estimated $5.25M.
Applied Materials made up 0.32% of Milestone Asset Management's portfolio in Q2 2026, its #83 holding.
Milestone Asset Management first reported a position in Applied Materials in Q3 2024 and has held it in 7 quarters since.
Milestone Asset Management's Applied Materials position peaked at $4.87M in Q1 2026.
3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.