S.A. Mason’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
$749K Buy
1,036
+220
+27% +$102K 0.23% 94
2026
Q1
$279K Buy
+816
New +$274K 0.1% 171
2020
Q1
Sell
-85
Closed -$5K 390
2019
Q4
$5K Buy
+85
New +$4.78K ﹤0.01% 376

Other funds holding AMAT

S.A. Mason's AMAT Position: Q2 2026 in Review

S.A. Mason increased its Applied Materials (AMAT) stake by 27% in Q2 2026, buying an estimated $102K and bringing the position to 1,036 shares worth $749K. The position accounts for 0.23% of the portfolio, ranked #94.

S.A. Mason first reported a position in AMAT in Q4 2019 and has held it in 3 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • S.A. Mason held 1,036 shares of Applied Materials worth $749K as of Q2 2026.
  • S.A. Mason bought 220 Applied Materials shares in Q2 2026, an estimated $102K.
  • Applied Materials made up 0.23% of S.A. Mason's portfolio in Q2 2026, its #94 holding.
  • S.A. Mason first reported a position in Applied Materials in Q4 2019 and has held it in 3 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.