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 Q2	$813K	Hold	1,125	–	–	0.25%	44
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	–	60
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 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

Seldon Capital's AMAT Position: Q2 2026 in Review

Seldon Capital held its Applied Materials (AMAT) position steady in Q2 2026 at 1,125 shares worth $813K. The position accounts for 0.25% of the portfolio, ranked #44.

Seldon Capital first reported a position in AMAT in Q4 2021 and has held it in 13 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Seldon Capital held 1,125 shares of Applied Materials worth $813K as of Q2 2026.
Seldon Capital left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.25% of Seldon Capital's portfolio in Q2 2026, its #44 holding.
Seldon Capital first reported a position in Applied Materials in Q4 2021 and has held it in 13 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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