Verdad Advisers’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
VCM
VPM
Verdad Advisers's AMAT Position: Q1 2026 in Review
Verdad Advisers opened a new position in Applied Materials (AMAT) in Q1 2026: 2,894 shares worth $989K. The stake represents 1.11% of the portfolio and ranks #23 among its holdings. This is a return to the name: Verdad Advisers previously reported a position in AMAT as recently as Q2 2024.
Verdad Advisers first reported a position in AMAT in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.76M in Q1 2022. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Verdad Advisers held 2,894 shares of Applied Materials worth $989K as of Q1 2026.
- Applied Materials was a new Verdad Advisers position in Q1 2026.
- Applied Materials made up 1.11% of Verdad Advisers's portfolio in Q1 2026, its #23 holding.
- Verdad Advisers first reported a position in Applied Materials in Q3 2021 and has held it in 6 quarters since.
- Verdad Advisers's Applied Materials position peaked at $3.76M in Q1 2022.
- 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Verdad Advisers's 13F filing for Q1 2026, filed 15 May 2026.