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SPX Gestao de Recursos’s Applied Materials AMAT Stock Holding History

SPX Gestao de Recursos’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 		$904K Buy
+1,250
New +$577K 0.1% 58
2021
Q2 		– Sell
-22,900
Closed -$3.06M – 45
2021
Q1 		$3.06M Buy
+22,900
New +$2.53M 0.52% 35

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SPX Gestao de Recursos's AMAT Position: Q2 2026 in Review

SPX Gestao de Recursos opened a new position in Applied Materials (AMAT) in Q2 2026: 1,250 shares worth $904K. The stake represents 0.1% of the portfolio and ranks #58 among its holdings. This is a return to the name: SPX Gestao de Recursos previously reported a position in AMAT as recently as Q1 2021.

SPX Gestao de Recursos first reported a position in AMAT in Q1 2021 and has held it in 2 quarters since. The position peaked at $3.06M in Q1 2021. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • SPX Gestao de Recursos held 1,250 shares of Applied Materials worth $904K as of Q2 2026.
  • Applied Materials was a new SPX Gestao de Recursos position in Q2 2026.
  • Applied Materials made up 0.1% of SPX Gestao de Recursos's portfolio in Q2 2026, its #58 holding.
  • SPX Gestao de Recursos first reported a position in Applied Materials in Q1 2021 and has held it in 2 quarters since.
  • SPX Gestao de Recursos's Applied Materials position peaked at $3.06M in Q1 2021.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SPX Gestao de Recursos's 13F filing for Q2 2026, filed 6 Aug 2026.