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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seven Mile Advisory's AMAT Position: Q1 2026 in Review

Seven Mile Advisory reduced its Applied Materials (AMAT) stake by 7.4% in Q1 2026, selling an estimated $91.5K and leaving 3,418 shares worth $1.17M. The position accounts for 0.84% of the portfolio, ranked #19.

Seven Mile Advisory first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Seven Mile Advisory held 3,418 shares of Applied Materials worth $1.17M as of Q1 2026.
Seven Mile Advisory sold 272 Applied Materials shares in Q1 2026, an estimated $91.5K.
Applied Materials made up 0.84% of Seven Mile Advisory's portfolio in Q1 2026, its #19 holding.
Seven Mile Advisory first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.