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Nicholas Hoffman & Company’s Applied Materials AMAT Stock Holding History

Nicholas Hoffman & Company’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 		$722K Buy
999
+244
+32% +$113K 0.02% 193
2026
Q1 		$258K Buy
+755
New +$254K 0.01% 295
2025
Q1 		– Sell
-1,477
Closed -$240K – 288
2024
Q4 		$240K Buy
+1,477
New +$268K 0.01% 257

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

Nicholas Hoffman & Company's AMAT Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Applied Materials (AMAT) stake by 32% in Q2 2026, buying an estimated $113K and bringing the position to 999 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #193.

Nicholas Hoffman & Company first reported a position in AMAT in Q4 2024 and has held it in 3 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Nicholas Hoffman & Company held 999 shares of Applied Materials worth $722K as of Q2 2026.
  • Nicholas Hoffman & Company bought 244 Applied Materials shares in Q2 2026, an estimated $113K.
  • Applied Materials made up 0.02% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #193 holding.
  • Nicholas Hoffman & Company first reported a position in Applied Materials in Q4 2024 and has held it in 3 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.