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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
Q2 		$863K Buy
1,194
+105
+10% +$48.4K 0.06% 86
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 $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

One Day In July LLC's AMAT Position: Q2 2026 in Review

One Day In July LLC increased its Applied Materials (AMAT) stake by 9.6% in Q2 2026, buying an estimated $48.4K and bringing the position to 1,194 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #86.

One Day In July LLC first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • One Day In July LLC held 1,194 shares of Applied Materials worth $863K as of Q2 2026.
  • One Day In July LLC bought 105 Applied Materials shares in Q2 2026, an estimated $48.4K.
  • Applied Materials made up 0.06% of One Day In July LLC's portfolio in Q2 2026, its #86 holding.
  • One Day In July LLC first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
  • 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.