Severin Investments’s Applied Materials AMAT Stock Holding History

Severin Investments’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	–	Sell	-690	Closed	-$236K	–	177
2026 Q1	$236K	Buy	+690	New	+$232K	0.2%	165

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

Severin Investments's AMAT Position: Q2 2026 in Review

Severin Investments sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 690 shares — an estimated $236K sold.

Severin Investments first reported a position in AMAT in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Severin Investments reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
Severin Investments sold 690 Applied Materials shares in Q2 2026, an estimated $236K.
Severin Investments first reported a position in Applied Materials in Q1 2026 and held it in 1 quarter.
Severin Investments's Applied Materials position peaked at $236K in Q1 2026.
3,480 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.