PMV Capital Advisers’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
$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

PMV Capital Advisers's AMAT Position: Q2 2026 in Review

PMV Capital Advisers increased its Applied Materials (AMAT) stake by 6.3% in Q2 2026, buying an estimated $5.54K and bringing the position to 204 shares worth $147K. The position accounts for 0.22% of the portfolio, ranked #31.

PMV Capital Advisers first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • PMV Capital Advisers held 204 shares of Applied Materials worth $147K as of Q2 2026.
  • PMV Capital Advisers bought 12 Applied Materials shares in Q2 2026, an estimated $5.54K.
  • Applied Materials made up 0.22% of PMV Capital Advisers's portfolio in Q2 2026, its #31 holding.
  • PMV Capital Advisers first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.