Mraz Amerine & Associates’s Applied Materials AMAT Stock Holding History

Mraz Amerine & Associates’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	$1.49M	Hold	2,055	–	–	0.21%	71
2026 Q1	$702K	Hold	2,055	–	–	0.1%	103
2025 Q4	$528K	Sell	2,055 -410	-17%	-$98.3K	0.08%	117
2025 Q3	$505K	Hold	2,465	–	–	0.08%	120
2025 Q2	$451K	Sell	2,465 -85	-3%	-$13.5K	0.07%	121
2025 Q1	$370K	Sell	2,550 -155	-6%	-$26.1K	0.06%	123
2024 Q4	$440K	Sell	2,705 -780	-22%	-$141K	0.08%	114
2024 Q3	$704K	Sell	3,485 -198	-5%	-$40.6K	0.13%	96
2024 Q2	$869K	Sell	3,683 -290	-7%	-$62.3K	0.18%	84
2024 Q1	$819K	Buy	3,973 +410	+12%	+$75.2K	0.15%	91
2023 Q4	$577K	Sell	3,563 -213	-6%	-$31.3K	0.12%	106
2023 Q3	$523K	Hold	3,776	–	–	0.12%	104
2023 Q2	$546K	Hold	3,776	–	–	0.13%	102
2023 Q1	$464K	Hold	3,776	–	–	0.11%	108
2022 Q4	$368K	Hold	3,776	–	–	0.09%	121
2022 Q3	$309K	Sell	3,776 -500	-12%	-$48.2K	0.08%	121
2022 Q2	$389K	Hold	4,276	–	–	0.1%	112
2022 Q1	$564K	Sell	4,276 -74	-2%	-$10.2K	0.13%	97
2021 Q4	$685K	Hold	4,350	–	–	0.18%	82
2021 Q3	$560K	Hold	4,350	–	–	0.15%	91
2021 Q2	$619K	Sell	4,350 -4,350	-50%	-$584K	0.17%	83
2021 Q1	$1.16M	Sell	8,700 -900	-9%	-$99.3K	0.34%	47
2020 Q4	$828K	Hold	9,600	–	–	0.28%	54
2020 Q3	$571K	Sell	9,600 -1,100	-10%	-$68K	0.21%	66
2020 Q2	$647K	Hold	10,700	–	–	0.24%	59
2020 Q1	$490K	Sell	10,700 -434	-4%	-$24.9K	0.19%	64
2019 Q4	$680K	Sell	11,134 -1,100	-9%	-$61.8K	0.19%	72
2019 Q3	$610K	Hold	12,234	–	–	0.18%	74
2019 Q2	$549K	Hold	12,234	–	–	0.16%	84
2019 Q1	$485K	Hold	12,234	–	–	0.15%	91
2018 Q4	$401K	Hold	12,234	–	–	0.13%	99
2018 Q3	$473K	Hold	12,234	–	–	0.14%	101
2018 Q2	$565K	Hold	12,234	–	–	0.17%	84
2018 Q1	$680K	Hold	12,234	–	–	0.22%	69
2017 Q4	$625K	Sell	12,234 -1,933	-14%	-$105K	0.19%	73
2017 Q3	$738K	Sell	14,167 -2,000	-12%	-$90.4K	0.23%	63
2017 Q2	$668K	Hold	16,167	–	–	0.21%	71
2017 Q1	$657K	Sell	16,167 -1,167	-7%	-$41.9K	0.21%	70
2016 Q4	$559K	Hold	17,334	–	–	0.18%	81
2016 Q3	$523K	Sell	17,334 -100	-0.6%	-$2.79K	0.18%	82
2016 Q2	$418K	Sell	17,434 -2,000	-10%	-$44.1K	0.15%	93
2016 Q1	$412K	Hold	19,434	–	–	0.15%	90
2015 Q4	$363K	Hold	19,434	–	–	0.14%	97
2015 Q3	$285K	Hold	19,434	–	–	0.11%	105
2015 Q2	$374K	Hold	19,434	–	–	0.14%	97
2015 Q1	$438K	Hold	19,434	–	–	0.16%	86
2014 Q4	$484K	Buy	19,434 +234	+1%	+$5.29K	0.18%	88
2014 Q3	$415K	Hold	19,200	–	–	0.16%	92
2014 Q2	$433K	Sell	19,200 -600	-3%	-$12.2K	0.17%	87
2014 Q1	$404K	Hold	19,800	–	–	0.17%	85
2013 Q4	$350K	Hold	19,800	–	–	0.16%	89
2013 Q3	$347K	Hold	19,800	–	–	0.17%	87
2013 Q2	$295K	Buy	+19,800	New	+$287K	0.15%	92

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mraz Amerine & Associates's AMAT Position: Q2 2026 in Review

Mraz Amerine & Associates held its Applied Materials (AMAT) position steady in Q2 2026 at 2,055 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #71.

Mraz Amerine & Associates first reported a position in AMAT in Q2 2013 and has held it in 53 quarters since. 1,145 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Mraz Amerine & Associates held 2,055 shares of Applied Materials worth $1.49M as of Q2 2026.
Mraz Amerine & Associates left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.21% of Mraz Amerine & Associates's portfolio in Q2 2026, its #71 holding.
Mraz Amerine & Associates first reported a position in Applied Materials in Q2 2013 and has held it in 53 quarters since.
1,145 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.