Poehling Capital Management’s Applied Materials AMAT Stock Holding History

Poehling Capital Management’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	$831K	Hold	1,150	–	–	0.18%	91
2026 Q1	$393K	Buy	+1,150	New	+$387K	0.08%	114
2018 Q3	–	Sell	-998	Closed	-$46K	–	111
2018 Q2	$46K	Hold	998	–	–	0.04%	157
2018 Q1	$55K	Hold	998	–	–	0.04%	136
2017 Q4	$51K	Buy	+998	New	+$54.1K	0.04%	143

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 $3.37T AUM 44.26% 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

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

Poehling Capital Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,150 shares worth $831K. The position accounts for 0.18% of the portfolio, ranked #91.

Poehling Capital Management first reported a position in AMAT in Q4 2017 and has held it in 5 quarters since. 3,491 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Poehling Capital Management held 1,150 shares of Applied Materials worth $831K as of Q2 2026.
Poehling Capital Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.18% of Poehling Capital Management's portfolio in Q2 2026, its #91 holding.
Poehling Capital Management first reported a position in Applied Materials in Q4 2017 and has held it in 5 quarters since.
3,491 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.