Permanent Capital Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$891K Hold
1,233
– – 0.12% 60
2026
Q1
$486K Sell
1,233
-558
-31% -$188K 0.08% 80
2025
Q4
$460K Sell
1,791
-99
-5% -$23.7K 0.09% 85
2025
Q3
$387K Buy
+1,890
New +$343K 0.07% 94
2025
Q1
– Sell
-1,335
Closed -$217K – 80
2024
Q4
$217K Buy
+1,335
New +$242K 0.07% 61
2024
Q2
$346K Buy
+1,890
New +$406K 0.07% 103

Other funds holding AMAT

Permanent Capital Management's AMAT Position: Q2 2026 in Review

Permanent Capital Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,233 shares worth $891K. The position accounts for 0.12% of the portfolio, ranked #60.

Permanent Capital Management first reported a position in AMAT in Q2 2024 and has held it in 6 quarters since. 3,514 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Permanent Capital Management held 1,233 shares of Applied Materials worth $891K as of Q2 2026.
  • Permanent Capital Management left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.12% of Permanent Capital Management's portfolio in Q2 2026, its #60 holding.
  • Permanent Capital Management first reported a position in Applied Materials in Q2 2024 and has held it in 6 quarters since.
  • 3,514 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.