Noked Israel’s Applied Materials AMAT Stock Holding History

Noked Israel’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
2025 Q3	–	Sell	-230,159	Closed	-$42.1M	–	15
2025 Q2	$42.1M	Buy	+230,159	New	+$36.5M	7.78%	5
2024 Q1	–	Sell	-27,217	Closed	-$4.41M	–	23
2023 Q4	$4.41M	Sell	27,217 -4,500	-14%	-$661K	1.16%	17
2023 Q3	$4.39M	Sell	31,717 -31,183	-50%	-$4.47M	1.33%	17
2023 Q2	$9.09M	Buy	+62,900	New	+$7.87M	3.11%	13
2022 Q3	–	Sell	-35,163	Closed	-$3.2M	–	49
2022 Q2	$3.2M	Sell	35,163 -67,212	-66%	-$7.37M	0.73%	23
2022 Q1	$13.5M	Sell	102,375 -105,215	-51%	-$14.5M	4.11%	10
2021 Q4	$32.7M	Sell	207,590 -145,860	-41%	-$21.1M	8.04%	4
2021 Q3	$45.5M	Buy	353,450 +161,450	+84%	+$21.9M	10.7%	2
2021 Q2	$27.3M	Buy	192,000 +161,000	+519%	+$21.6M	6.81%	6
2021 Q1	$4.14M	Buy	+31,000	New	+$3.42M	1.35%	14

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Noked Israel's AMAT Position: Q3 2025 in Review

Noked Israel sold out of Applied Materials (AMAT) in Q3 2025, closing a stake of 230,159 shares — an estimated $42.1M sold.

Noked Israel first reported a position in AMAT in Q1 2021 and held it in 10 quarters. The position peaked at $45.5M in Q3 2021. 2,354 funds tracked by Wall St. Rank hold AMAT as of Q3 2025.

Noked Israel reported no remaining Applied Materials position as of Q3 2025 after selling out during the quarter.
Noked Israel sold 230,159 Applied Materials shares in Q3 2025, an estimated $42.1M.
Noked Israel first reported a position in Applied Materials in Q1 2021 and held it in 10 quarters.
Noked Israel's Applied Materials position peaked at $45.5M in Q3 2021.
2,354 funds tracked by Wall St. Rank held Applied Materials as of Q3 2025.

Based on Noked Israel's 13F filing for Q3 2025, filed 13 Nov 2025.