Osborne Partners Capital Management’s Applied Materials AMAT Stock Holding History

Osborne Partners Capital Management’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	$1.28M	Hold	1,775	–	–	0.07%	127
2026 Q1	$607K	Buy	1,775 +16	+0.9%	+$5.38K	0.03%	151
2025 Q4	$452K	Sell	1,759 -1	-0.1%	-$240	0.02%	159
2025 Q3	$360K	Buy	1,760 +1	+0.1%	+$181	0.02%	172
2025 Q2	$322K	Sell	1,759 -260	-13%	-$41.2K	0.02%	176
2025 Q1	$293K	Buy	2,019 +215	+12%	+$36.2K	0.02%	183
2024 Q4	$293K	Sell	1,804 -230	-11%	-$41.7K	0.02%	188
2024 Q3	$411K	Sell	2,034 -100	-5%	-$20.5K	0.02%	168
2024 Q2	$504K	Buy	2,134 +375	+21%	+$80.5K	0.03%	160
2024 Q1	$363K	Sell	1,759 -25	-1%	-$4.59K	0.02%	164
2023 Q4	$289K	Buy	+1,784	New	+$262K	0.02%	184

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Osborne Partners Capital Management's AMAT Position: Q2 2026 in Review

Osborne Partners Capital Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,775 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #127.

Osborne Partners Capital Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Osborne Partners Capital Management held 1,775 shares of Applied Materials worth $1.28M as of Q2 2026.
Osborne Partners Capital Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.07% of Osborne Partners Capital Management's portfolio in Q2 2026, its #127 holding.
Osborne Partners Capital Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.