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Millstone Evans Group’s Applied Materials AMAT Stock Holding History

Millstone Evans Group’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 		$153K Buy
212
+8
+4% +$3.69K 0.08% 185
2026
Q1 		$69.7K Hold
204
– – 0.04% 279
2025
Q4 		$52.4K Hold
204
– – 0.03% 315
2025
Q3 		$41.8K Buy
204
+156
+325% +$28.3K 0.03% 343
2025
Q2 		$8.79K Hold
48
– – 0.01% 539
2025
Q1 		$6.97K Hold
48
– – ﹤0.01% 564
2024
Q4 		$7.81K Buy
+48
New +$8.7K 0.01% 521

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

Millstone Evans Group's AMAT Position: Q2 2026 in Review

Millstone Evans Group increased its Applied Materials (AMAT) stake by 3.9% in Q2 2026, buying an estimated $3.69K and bringing the position to 212 shares worth $153K. The position accounts for 0.08% of the portfolio, ranked #185.

Millstone Evans Group first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Millstone Evans Group held 212 shares of Applied Materials worth $153K as of Q2 2026.
  • Millstone Evans Group bought 8 Applied Materials shares in Q2 2026, an estimated $3.69K.
  • Applied Materials made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #185 holding.
  • Millstone Evans Group first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.