Morton Capital Management
AMAT icon

Morton Capital Management’s Applied Materials AMAT Stock Holding History

Morton Capital 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
Q3 		$362K Sell
707
-301
-30% -$153K 0.04% 105
2026
Q2 		$729K Buy
+1,008
New +$465K 0.1% 61

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Morton Capital Management's AMAT Position: Q3 2026 in Review

Morton Capital Management reduced its Applied Materials (AMAT) stake by 30% in Q3 2026, selling an estimated $153K and leaving 707 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #105.

Morton Capital Management first reported a position in AMAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $729K in Q2 2026. 1,406 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Morton Capital Management held 707 shares of Applied Materials worth $362K as of Q3 2026.
  • Morton Capital Management sold 301 Applied Materials shares in Q3 2026, an estimated $153K.
  • Applied Materials made up 0.04% of Morton Capital Management's portfolio in Q3 2026, its #105 holding.
  • Morton Capital Management first reported a position in Applied Materials in Q2 2026 and has held it in 2 quarters since.
  • Morton Capital Management's Applied Materials position peaked at $729K in Q2 2026.
  • 1,406 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.