SGM
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Seven Grand Managers’s Applied Materials AMAT Stock Holding History

Seven Grand Managers’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 		$51.3M Buy
+150,000
New +$50.5M 3.43% 7
2025
Q4 		– Sell
-60,000
Closed -$12.3M – 139
2025
Q3 		$12.3M Buy
+60,000
New +$10.9M 1% 32

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

Seven Grand Managers's AMAT Position: Q1 2026 in Review

Seven Grand Managers opened a new position in Applied Materials (AMAT) in Q1 2026: 150,000 shares worth $51.3M. The stake represents 3.43% of the portfolio and ranks #7 among its holdings. This is a return to the name: Seven Grand Managers previously reported a position in AMAT as recently as Q3 2025.

Seven Grand Managers first reported a position in AMAT in Q3 2025 and has held it in 2 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Seven Grand Managers held 150,000 shares of Applied Materials worth $51.3M as of Q1 2026.
  • Applied Materials was a new Seven Grand Managers position in Q1 2026.
  • Applied Materials made up 3.43% of Seven Grand Managers's portfolio in Q1 2026, its #7 holding.
  • Seven Grand Managers first reported a position in Applied Materials in Q3 2025 and has held it in 2 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Seven Grand Managers's 13F filing for Q1 2026, filed 6 May 2026.