Seeds Investor’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Seeds Investor's AMAT Position: Q2 2026 in Review
Seeds Investor increased its Applied Materials (AMAT) stake by 144% in Q2 2026, buying an estimated $2.58M and bringing the position to 9,461 shares worth $6.84M. The position accounts for 0.7% of the portfolio, ranked #31.
Seeds Investor first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Seeds Investor held 9,461 shares of Applied Materials worth $6.84M as of Q2 2026.
- Seeds Investor bought 5,591 Applied Materials shares in Q2 2026, an estimated $2.58M.
- Applied Materials made up 0.7% of Seeds Investor's portfolio in Q2 2026, its #31 holding.
- Seeds Investor first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
- 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.