Thurston Springer Miller Herd & Titak’s Applied Materials AMAT Stock Holding History

Thurston Springer Miller Herd & Titak’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	$544K	Buy	752 +4	+0.5%	+$1.85K	0.2%	135
2026 Q1	$256K	Sell	748 -308	-29%	-$104K	0.11%	218
2025 Q4	$271K	Buy	1,056 +711	+206%	+$170K	0.09%	212
2025 Q3	$70.6K	Sell	345 -6,821	-95%	-$1.24M	0.14%	176
2025 Q2	$1.31M	Buy	7,166 +1,093	+18%	+$173K	0.17%	142
2025 Q1	$881K	Buy	6,073 +77	+1%	+$12.9K	0.15%	144
2024 Q4	$975K	Buy	5,996 +1,134	+23%	+$206K	0.2%	125
2024 Q3	$982K	Buy	4,862 +131	+3%	+$26.9K	0.27%	96
2024 Q2	$1.12M	Sell	4,731 -17,540	-79%	-$3.77M	0.35%	71
2024 Q1	$4.59M	Buy	+22,271	New	+$4.09M	1.84%	16

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's AMAT Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Applied Materials (AMAT) stake by 0.53% in Q2 2026, buying an estimated $1.85K and bringing the position to 752 shares worth $544K. The position accounts for 0.2% of the portfolio, ranked #135.

Thurston Springer Miller Herd & Titak first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.59M in Q1 2024. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Thurston Springer Miller Herd & Titak held 752 shares of Applied Materials worth $544K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 4 Applied Materials shares in Q2 2026, an estimated $1.85K.
Applied Materials made up 0.2% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #135 holding.
Thurston Springer Miller Herd & Titak first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
Thurston Springer Miller Herd & Titak's Applied Materials position peaked at $4.59M in Q1 2024.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.