PMV Capital Advisers’s Applied Materials AMAT Stock Holding History

PMV Capital Advisers’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 Q3	$103K	Sell	202 -2	-1%	-$1.02K	0.13%	33
2026 Q2	$147K	Buy	204 +12	+6%	+$5.54K	0.22%	31
2026 Q1	$65.6K	Hold	192	–	–	0.11%	34
2025 Q4	$49.3K	Hold	192	–	–	0.09%	40
2025 Q3	$39.3K	Sell	192 -9	-4%	-$1.63K	0.08%	43
2025 Q2	$36.8K	Buy	201 +9	+5%	+$1.43K	0.08%	52
2025 Q1	$27.9K	Buy	192 +4	+2%	+$673	0.07%	57
2024 Q4	$30.6K	Buy	+188	New	+$34.1K	0.08%	57

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PMV Capital Advisers's AMAT Position: Q3 2026 in Review

PMV Capital Advisers reduced its Applied Materials (AMAT) stake by 0.98% in Q3 2026, selling an estimated $1.02K and leaving 202 shares worth $103K. The position accounts for 0.13% of the portfolio, ranked #33.

PMV Capital Advisers first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $147K in Q2 2026. 2,039 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

PMV Capital Advisers held 202 shares of Applied Materials worth $103K as of Q3 2026.
PMV Capital Advisers sold 2 Applied Materials shares in Q3 2026, an estimated $1.02K.
Applied Materials made up 0.13% of PMV Capital Advisers's portfolio in Q3 2026, its #33 holding.
PMV Capital Advisers first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
PMV Capital Advisers's Applied Materials position peaked at $147K in Q2 2026.
2,039 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on PMV Capital Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.