Permanent Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
VCM
VPM
Permanent Capital Management's AMAT Position: Q1 2026 in Review
Permanent Capital Management reduced its Applied Materials (AMAT) stake by 31% in Q1 2026, selling an estimated $188K and leaving 1,233 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #80.
Permanent Capital Management first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 2,934 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Permanent Capital Management held 1,233 shares of Applied Materials worth $486K as of Q1 2026.
- Permanent Capital Management sold 558 Applied Materials shares in Q1 2026, an estimated $188K.
- Applied Materials made up 0.08% of Permanent Capital Management's portfolio in Q1 2026, its #80 holding.
- Permanent Capital Management first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
- 2,934 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.