Seven Mile Advisory’s Applied Materials AMAT Stock Holding History

Seven Mile Advisory’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	$2.26M	Sell	3,121 -297	-9%	-$137K	1.52%	15
2026 Q1	$1.17M	Sell	3,418 -272	-7%	-$91.5K	0.84%	19
2025 Q4	$948K	Sell	3,690 -303	-8%	-$72.6K	0.16%	72
2025 Q3	$818K	Buy	3,993 +519	+15%	+$94.2K	0.13%	83
2025 Q2	$636K	Buy	3,474 +385	+12%	+$61K	0.38%	44
2025 Q1	$448K	Buy	3,089 +144	+5%	+$24.2K	0.3%	66
2024 Q4	$479K	Sell	2,945 -220	-7%	-$39.9K	0.31%	61
2024 Q3	$639K	Buy	3,165 +235	+8%	+$48.2K	0.42%	43
2024 Q2	$691K	Buy	2,930 +175	+6%	+$37.6K	0.51%	36
2024 Q1	$568K	Buy	2,755 +71	+3%	+$13K	0.43%	50
2023 Q4	$435K	Sell	2,684 -87	-3%	-$12.8K	0.38%	58
2023 Q3	$384K	Buy	2,771 +194	+8%	+$27.8K	0.4%	57
2023 Q2	$372K	Buy	+2,577	New	+$323K	0.43%	55

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 $3.37T AUM 44.26% 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

Seven Mile Advisory's AMAT Position: Q2 2026 in Review

Seven Mile Advisory reduced its Applied Materials (AMAT) stake by 8.7% in Q2 2026, selling an estimated $137K and leaving 3,121 shares worth $2.26M. The position accounts for 1.52% of the portfolio, ranked #15.

Seven Mile Advisory first reported a position in AMAT in Q2 2023 and has held it in 13 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Seven Mile Advisory held 3,121 shares of Applied Materials worth $2.26M as of Q2 2026.
Seven Mile Advisory sold 297 Applied Materials shares in Q2 2026, an estimated $137K.
Applied Materials made up 1.52% of Seven Mile Advisory's portfolio in Q2 2026, its #15 holding.
Seven Mile Advisory first reported a position in Applied Materials in Q2 2023 and has held it in 13 quarters since.
3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.