Sassicaia Capital Advisers’s Applied Materials AMAT Stock Holding History

Sassicaia Capital Advisers’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	$4.11M	Buy	+5,690	New	+$2.63M	1.81%	9
2021 Q4	–	Sell	-5,000	Closed	-$644K	–	22
2021 Q3	$644K	Buy	+5,000	New	+$679K	1.82%	18
2021 Q2	–	Sell	-18,100	Closed	-$2.42M	–	37
2021 Q1	$2.42M	Buy	+18,100	New	+$2M	1.37%	15

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 $3.38T AUM 44.17% 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

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

Sassicaia Capital Advisers opened a new position in Applied Materials (AMAT) in Q2 2026: 5,690 shares worth $4.11M. The stake represents 1.81% of the portfolio and ranks #9 among its holdings. This is a return to the name: Sassicaia Capital Advisers previously reported a position in AMAT as recently as Q3 2021.

Sassicaia Capital Advisers first reported a position in AMAT in Q1 2021 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Sassicaia Capital Advisers held 5,690 shares of Applied Materials worth $4.11M as of Q2 2026.
Applied Materials was a new Sassicaia Capital Advisers position in Q2 2026.
Applied Materials made up 1.81% of Sassicaia Capital Advisers's portfolio in Q2 2026, its #9 holding.
Sassicaia Capital Advisers first reported a position in Applied Materials in Q1 2021 and has held it in 3 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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