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Verus Capital Partners’s Applied Materials AMAT Stock Holding History

Verus Capital Partners’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 		$7.83M Buy
10,829
+1,199
+12% +$553K 0.42% 38
2026
Q1 		$3.29M Buy
9,630
+243
+3% +$81.7K 0.22% 75
2025
Q4 		$2.41M Buy
9,387
+319
+4% +$76.5K 0.16% 90
2025
Q3 		$1.86M Sell
9,068
-9
-0.1% -$1.63K 0.14% 98
2025
Q2 		$1.66M Sell
9,077
-981
-10% -$155K 0.15% 95
2025
Q1 		$1.46M Sell
10,058
-152
-1% -$25.6K 0.15% 96
2024
Q4 		$1.66M Buy
10,210
+916
+10% +$166K 0.16% 86
2024
Q3 		$1.88M Sell
9,294
-903
-9% -$185K 0.18% 78
2024
Q2 		$2.41M Sell
10,197
-142
-1% -$30.5K 0.25% 61
2024
Q1 		$2.13M Sell
10,339
-83
-0.8% -$15.2K 0.24% 63
2023
Q4 		$1.69M Sell
10,422
-79
-0.8% -$11.6K 0.21% 74
2023
Q3 		$1.45M Buy
10,501
+472
+5% +$67.7K 0.2% 78
2023
Q2 		$1.45M Buy
10,029
+5,422
+118% +$679K 0.21% 75
2023
Q1 		$566K Buy
4,607
+1,602
+53% +$184K 0.09% 145
2022
Q4 		$293K Sell
3,005
-5,860
-66% -$562K 0.05% 208
2022
Q3 		$726K Buy
8,865
+6,455
+268% +$622K 0.14% 107
2022
Q2 		$1.35M Sell
2,410
-17,175
-88% -$1.88M 0.26% 69
2022
Q1 		$2.23M Buy
+19,585
New +$2.7M 0.35% 48
2020
Q1 		$27K Buy
600
+500
+500% +$28.7K 0.01% 676
2019
Q4 		$6K Buy
+100
New +$5.62K ﹤0.01% 1256

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

Verus Capital Partners's AMAT Position: Q2 2026 in Review

Verus Capital Partners increased its Applied Materials (AMAT) stake by 12% in Q2 2026, buying an estimated $553K and bringing the position to 10,829 shares worth $7.83M. The position accounts for 0.42% of the portfolio, ranked #38.

Verus Capital Partners first reported a position in AMAT in Q4 2019 and has held it in 20 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Verus Capital Partners held 10,829 shares of Applied Materials worth $7.83M as of Q2 2026.
  • Verus Capital Partners bought 1,199 Applied Materials shares in Q2 2026, an estimated $553K.
  • Applied Materials made up 0.42% of Verus Capital Partners's portfolio in Q2 2026, its #38 holding.
  • Verus Capital Partners first reported a position in Applied Materials in Q4 2019 and has held it in 20 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.