NS Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
NS Partners's AMAT Position: Q2 2026 in Review
NS Partners increased its Applied Materials (AMAT) stake by 2.1% in Q2 2026, buying an estimated $1.29M and bringing the position to 139,382 shares worth $101M. The position accounts for 4.32% of the portfolio, ranked #6.
NS Partners first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- NS Partners held 139,382 shares of Applied Materials worth $101M as of Q2 2026.
- NS Partners bought 2,802 Applied Materials shares in Q2 2026, an estimated $1.29M.
- Applied Materials made up 4.32% of NS Partners's portfolio in Q2 2026, its #6 holding.
- NS Partners first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
- 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on NS Partners's 13F filing for Q2 2026, filed 13 Aug 2026.