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Murphy & Mullick Capital Management’s Applied Materials AMAT Stock Holding History

Murphy & Mullick 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
Q2 		$554K Sell
766
-68
-8% -$31.4K 0.34% 64
2026
Q1 		$285K Hold
834
– – 0.21% 103
2025
Q4 		$214K Buy
834
+3
+0.4% +$719 0.15% 132
2025
Q3 		$176K Hold
831
– – 0.13% 156
2025
Q2 		$150K Buy
831
+50
+6% +$7.92K 0.12% 154
2025
Q1 		$113K Sell
781
-35
-4% -$5.89K 0.11% 167
2024
Q4 		$133K Buy
+816
New +$148K 0.12% 152

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

Murphy & Mullick Capital Management's AMAT Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Applied Materials (AMAT) stake by 8.2% in Q2 2026, selling an estimated $31.4K and leaving 766 shares worth $554K. The position accounts for 0.34% of the portfolio, ranked #64.

Murphy & Mullick Capital Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Murphy & Mullick Capital Management held 766 shares of Applied Materials worth $554K as of Q2 2026.
  • Murphy & Mullick Capital Management sold 68 Applied Materials shares in Q2 2026, an estimated $31.4K.
  • Applied Materials made up 0.34% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #64 holding.
  • Murphy & Mullick Capital Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.