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Seldon Capital’s Applied Materials AMAT Stock Holding History

Seldon Capital’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
Q1 		$385K Hold
1,125
– – 0.14% 48
2025
Q4 		$289K Hold
1,125
– – 0.1% 54
2025
Q3 		$230K Hold
1,125
– – 0.08% 65
2025
Q2 		$206K Buy
+1,125
New +$178K 0.09% 64
2024
Q4 		– Sell
-1,125
Closed -$227K – 68
2024
Q3 		$227K Hold
1,125
– – 0.13% 55
2024
Q2 		$265K Hold
1,125
– – 0.15% 49
2024
Q1 		$232K Buy
+1,125
New +$206K 0.14% 54
2023
Q1 		– Sell
-1,125
Closed -$110K – 62
2022
Q4 		$110K Hold
1,125
– – 0.09% 71
2022
Q3 		$92K Hold
1,125
– – 0.07% 77
2022
Q2 		$102K Hold
1,125
– – 0.06% 82
2022
Q1 		$148K Hold
1,125
– – 0.09% 67
2021
Q4 		$177K Buy
+1,125
New +$163K 0.11% 66

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seldon Capital's AMAT Position: Q1 2026 in Review

Seldon Capital held its Applied Materials (AMAT) position steady in Q1 2026 at 1,125 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #48.

Seldon Capital first reported a position in AMAT in Q4 2021 and has held it in 12 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Seldon Capital held 1,125 shares of Applied Materials worth $385K as of Q1 2026.
  • Seldon Capital left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.14% of Seldon Capital's portfolio in Q1 2026, its #48 holding.
  • Seldon Capital first reported a position in Applied Materials in Q4 2021 and has held it in 12 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Seldon Capital's 13F filing for Q1 2026, filed 15 May 2026.