Vision Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
VCM
VPM
Vision Capital Management's AMAT Position: Q1 2026 in Review
Vision Capital Management increased its Applied Materials (AMAT) stake by 0.04% in Q1 2026, buying an estimated $1.35K and bringing the position to 9,620 shares worth $3.29M. The position accounts for 0.42% of the portfolio, ranked #46.
Vision Capital Management first reported a position in AMAT in Q3 2024 and has held it in 7 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Vision Capital Management held 9,620 shares of Applied Materials worth $3.29M as of Q1 2026.
- Vision Capital Management bought 4 Applied Materials shares in Q1 2026, an estimated $1.35K.
- Applied Materials made up 0.42% of Vision Capital Management's portfolio in Q1 2026, its #46 holding.
- Vision Capital Management first reported a position in Applied Materials in Q3 2024 and has held it in 7 quarters since.
- 2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.