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AMAT icon

&Partners’s Applied Materials AMAT Stock Holding History

&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 		$131M Buy
181,284
+12,027
+7% +$5.55M 0.54% 31
2026
Q1 		$57.9M Buy
169,257
+13,214
+8% +$4.44M 0.29% 76
2025
Q4 		$40.1M Buy
156,043
+16,811
+12% +$4.03M 0.21% 97
2025
Q3 		$28.6M Buy
139,232
+16,541
+13% +$3M 0.18% 110
2025
Q2 		$22.5M Buy
122,691
+36,170
+42% +$5.73M 0.17% 124
2025
Q1 		$12.5M Buy
86,521
+23,555
+37% +$3.96M 0.13% 148
2024
Q4 		$10.7M Buy
62,966
+20,277
+47% +$3.67M 0.13% 160
2024
Q3 		$8.67M Buy
42,689
+23,524
+123% +$4.82M 0.17% 136
2024
Q2 		$4.53M Buy
19,165
+10,939
+133% +$2.35M 0.2% 114
2024
Q1 		$1.71M Buy
8,226
+5,519
+204% +$1.01M 0.24% 86
2023
Q4 		$436K Buy
2,707
+142
+6% +$20.9K 0.11% 170
2023
Q3 		$355K Buy
2,565
+25
+1% +$3.58K 0.17% 112
2023
Q2 		$367K Sell
2,540
-70
-3% -$8.76K 0.16% 110
2023
Q1 		$321K Sell
2,610
-100
-4% -$11.5K 0.15% 114
2022
Q4 		$264K Sell
2,710
-265
-9% -$25.4K 0.13% 138
2022
Q3 		$244K Hold
2,975
– – 0.14% 142
2022
Q2 		$271K Hold
2,975
– – 0.16% 131
2022
Q1 		$392K Hold
2,975
– – 0.22% 105
2021
Q4 		$468K Hold
2,975
– – 0.28% 81
2021
Q3 		$383K Hold
2,975
– – 0.24% 93
2021
Q2 		$424K Hold
2,975
– – 0.27% 84
2021
Q1 		$397K Hold
2,975
– – 0.29% 83
2020
Q4 		$257K Buy
+2,975
New +$220K 0.22% 104

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 $3.38T AUM 44.17% 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

&Partners's AMAT Position: Q2 2026 in Review

&Partners increased its Applied Materials (AMAT) stake by 7.1% in Q2 2026, buying an estimated $5.55M and bringing the position to 181,284 shares worth $131M. The position accounts for 0.54% of the portfolio, ranked #31.

&Partners first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • &Partners held 181,284 shares of Applied Materials worth $131M as of Q2 2026.
  • &Partners bought 12,027 Applied Materials shares in Q2 2026, an estimated $5.55M.
  • Applied Materials made up 0.54% of &Partners's portfolio in Q2 2026, its #31 holding.
  • &Partners first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.