Seeds Investor’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
Q1
$1.53M Buy
3,870
+584
+18% +$196K 0.21% 89
2025
Q4
$844K Buy
3,286
+340
+12% +$81.5K 0.16% 92
2025
Q3
$603K Buy
2,946
+20
+0.7% +$3.63K 0.13% 102
2025
Q2
$536K Sell
2,926
-138
-5% -$21.9K 0.13% 102
2025
Q1
$445K Sell
3,064
-801
-21% -$135K 0.12% 117
2024
Q4
$629K Sell
3,865
-102
-3% -$18.5K 0.18% 83
2024
Q3
$802K Sell
3,967
-332
-8% -$68.1K 0.3% 61
2024
Q2
$1.01M Buy
4,299
+261
+6% +$56K 0.52% 34
2024
Q1
$833K Buy
4,038
+1,286
+47% +$236K 0.77% 30
2023
Q4
$446K Buy
+2,752
New +$404K 0.5% 62

Other funds holding AMAT

Seeds Investor's AMAT Position: Q1 2026 in Review

Seeds Investor increased its Applied Materials (AMAT) stake by 18% in Q1 2026, buying an estimated $196K and bringing the position to 3,870 shares worth $1.53M. The position accounts for 0.21% of the portfolio, ranked #89.

Seeds Investor first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Seeds Investor held 3,870 shares of Applied Materials worth $1.53M as of Q1 2026.
  • Seeds Investor bought 584 Applied Materials shares in Q1 2026, an estimated $196K.
  • Applied Materials made up 0.21% of Seeds Investor's portfolio in Q1 2026, its #89 holding.
  • Seeds Investor first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.