Markowski Investments’s Applied Materials AMAT Stock Holding History

Markowski Investments’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	$269K	Buy	+373	New	+$172K	0.06%	96

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VPM

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

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Markowski Investments's AMAT Position: Q2 2026 in Review

Markowski Investments opened a new position in Applied Materials (AMAT) in Q2 2026: 373 shares worth $269K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings.

2,975 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Markowski Investments held 373 shares of Applied Materials worth $269K as of Q2 2026.
Applied Materials was a new Markowski Investments position in Q2 2026.
Applied Materials made up 0.06% of Markowski Investments's portfolio in Q2 2026, its #96 holding.
2,975 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.