MJP Associates’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.33M Buy
1,844
+538
+41% +$248K 0.15% 72
2026
Q1
$447K Sell
1,306
-1,098
-46% -$369K 0.05% 120
2025
Q4
$618K Sell
2,404
-420
-15% -$101K 0.08% 109
2025
Q3
$578K Buy
+2,824
New +$512K 0.08% 113
2024
Q4
Sell
-1,074
Closed -$217K 232
2024
Q3
$217K Sell
1,074
-137
-11% -$28.1K 0.04% 199
2024
Q2
$286K Sell
1,211
-65
-5% -$14K 0.06% 177
2024
Q1
$263K Buy
+1,276
New +$234K 0.06% 186
2022
Q2
Sell
-2,540
Closed -$335K 137
2022
Q1
$335K Buy
2,540
+20
+0.8% +$2.75K 0.08% 100
2021
Q4
$403K Buy
2,520
+643
+34% +$93.1K 0.12% 91
2021
Q3
$242K Sell
1,877
-8
-0.4% -$1.09K 0.08% 116
2021
Q2
$268K Buy
+1,885
New +$253K 0.09% 106

Other funds holding AMAT

MJP Associates's AMAT Position: Q2 2026 in Review

MJP Associates increased its Applied Materials (AMAT) stake by 41% in Q2 2026, buying an estimated $248K and bringing the position to 1,844 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #72.

MJP Associates first reported a position in AMAT in Q2 2021 and has held it in 11 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • MJP Associates held 1,844 shares of Applied Materials worth $1.33M as of Q2 2026.
  • MJP Associates bought 538 Applied Materials shares in Q2 2026, an estimated $248K.
  • Applied Materials made up 0.15% of MJP Associates's portfolio in Q2 2026, its #72 holding.
  • MJP Associates first reported a position in Applied Materials in Q2 2021 and has held it in 11 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.