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One Day In July LLC’s Applied Materials AMAT Stock Holding History

One Day In July LLC’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
Q1 		$372K Buy
1,089
+26
+2% +$8.75K 0.03% 114
2025
Q4 		$273K Buy
1,063
+4
+0.4% +$959 0.02% 128
2025
Q3 		$217K Buy
+1,059
New +$192K 0.02% 135
2024
Q4 		– Sell
-990
Closed -$200K – 134
2024
Q3 		$200K Hold
990
– – 0.02% 134
2024
Q2 		$234K Sell
990
-8
-0.8% -$1.72K 0.03% 115
2024
Q1 		$206K Buy
+998
New +$183K 0.03% 129

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

One Day In July LLC's AMAT Position: Q1 2026 in Review

One Day In July LLC increased its Applied Materials (AMAT) stake by 2.4% in Q1 2026, buying an estimated $8.75K and bringing the position to 1,089 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #114.

One Day In July LLC first reported a position in AMAT in Q1 2024 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • One Day In July LLC held 1,089 shares of Applied Materials worth $372K as of Q1 2026.
  • One Day In July LLC bought 26 Applied Materials shares in Q1 2026, an estimated $8.75K.
  • Applied Materials made up 0.03% of One Day In July LLC's portfolio in Q1 2026, its #114 holding.
  • One Day In July LLC first reported a position in Applied Materials in Q1 2024 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on One Day In July LLC's 13F filing for Q1 2026, filed 5 May 2026.