Pacific Sage Partners’s Applied Materials AMAT Stock Holding History

Pacific Sage Partners’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	$5.98M	Sell	8,275 -515	-6%	-$238K	0.85%	23
2026 Q1	$3M	Sell	8,790 -71	-0.8%	-$23.9K	0.47%	25
2025 Q4	$2.28M	Sell	8,861 -34	-0.4%	-$8.15K	0.36%	31
2025 Q3	$1.82M	Sell	8,895 -2	-0%	-$363	0.3%	36
2025 Q2	$1.63M	Buy	8,897 +30	+0.3%	+$4.75K	0.32%	37
2025 Q1	$1.29M	Sell	8,867 -806	-8%	-$136K	0.29%	40
2024 Q4	$1.57M	Hold	9,673	–	–	0.36%	33
2024 Q3	$1.95M	Buy	9,673 +124	+1%	+$25.4K	0.47%	24
2024 Q2	$2.25M	Sell	9,549 -96	-1%	-$20.6K	0.56%	22
2024 Q1	$1.99M	Buy	9,645 +1	+0%	+$183	0.51%	24
2023 Q4	$1.56M	Sell	9,644 -478	-5%	-$70.2K	0.43%	29
2023 Q3	$1.4M	Hold	10,122	–	–	0.42%	30
2023 Q2	$1.46M	Sell	10,122 -1	-0%	-$125	0.43%	26
2023 Q1	$1.24M	Sell	10,123 -199	-2%	-$22.9K	0.4%	28
2022 Q4	$1.01M	Buy	+10,322	New	+$990K	0.33%	29

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

Pacific Sage Partners's AMAT Position: Q2 2026 in Review

Pacific Sage Partners reduced its Applied Materials (AMAT) stake by 5.9% in Q2 2026, selling an estimated $238K and leaving 8,275 shares worth $5.98M. The position accounts for 0.85% of the portfolio, ranked #23.

Pacific Sage Partners first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Pacific Sage Partners held 8,275 shares of Applied Materials worth $5.98M as of Q2 2026.
Pacific Sage Partners sold 515 Applied Materials shares in Q2 2026, an estimated $238K.
Applied Materials made up 0.85% of Pacific Sage Partners's portfolio in Q2 2026, its #23 holding.
Pacific Sage Partners first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.