PCM Encore’s Applied Materials AMAT Stock Holding History

PCM Encore’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	$2.48M	Buy	3,423 +1,035	+43%	+$478K	0.43%	46
2026 Q1	$816K	Buy	2,388 +589	+33%	+$198K	0.17%	117
2025 Q4	$462K	Buy	+1,799	New	+$431K	0.1%	203

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

PCM Encore's AMAT Position: Q2 2026 in Review

PCM Encore increased its Applied Materials (AMAT) stake by 43% in Q2 2026, buying an estimated $478K and bringing the position to 3,423 shares worth $2.48M. The position accounts for 0.43% of the portfolio, ranked #46.

PCM Encore first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

PCM Encore held 3,423 shares of Applied Materials worth $2.48M as of Q2 2026.
PCM Encore bought 1,035 Applied Materials shares in Q2 2026, an estimated $478K.
Applied Materials made up 0.43% of PCM Encore's portfolio in Q2 2026, its #46 holding.
PCM Encore first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.