S-Bank Fund Management’s Applied Materials AMAT Stock Holding History

S-Bank Fund 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	$6.36M	Sell	8,793 -11,207	-56%	-$5.17M	0.86%	30
2026 Q1	$6.84M	Sell	20,000 -14,000	-41%	-$4.71M	1.02%	29
2025 Q4	$8.74M	Buy	34,000 +10,000	+42%	+$2.4M	1.13%	23
2025 Q3	$4.91M	Buy	24,000 +4,000	+20%	+$726K	0.65%	42
2025 Q2	$3.66M	Buy	+20,000	New	+$3.17M	0.54%	50

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

S-Bank Fund Management's AMAT Position: Q2 2026 in Review

S-Bank Fund Management reduced its Applied Materials (AMAT) stake by 56% in Q2 2026, selling an estimated $5.17M and leaving 8,793 shares worth $6.36M. The position accounts for 0.86% of the portfolio, ranked #30.

S-Bank Fund Management first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.74M in Q4 2025. 3,511 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

S-Bank Fund Management held 8,793 shares of Applied Materials worth $6.36M as of Q2 2026.
S-Bank Fund Management sold 11,207 Applied Materials shares in Q2 2026, an estimated $5.17M.
Applied Materials made up 0.86% of S-Bank Fund Management's portfolio in Q2 2026, its #30 holding.
S-Bank Fund Management first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
S-Bank Fund Management's Applied Materials position peaked at $8.74M in Q4 2025.
3,511 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.