YANKCOM Partnership’s Applied Materials AMAT Stock Holding History

YANKCOM Partnership’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	$177K	Buy	245 +6	+3%	+$2.77K	0.06%	156
2026 Q1	$81.7K	Sell	239 -13	-5%	-$4.37K	0.03%	172
2025 Q4	$64.8K	Hold	252	–	–	0.03%	179
2025 Q3	$51.6K	Hold	252	–	–	0.02%	181
2025 Q2	$46.1K	Hold	252	–	–	0.02%	181
2025 Q1	$36.6K	Buy	252 +57	+29%	+$9.59K	0.02%	185
2024 Q4	$31.7K	Buy	+195	New	+$35.3K	0.02%	185

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

YANKCOM Partnership's AMAT Position: Q2 2026 in Review

YANKCOM Partnership increased its Applied Materials (AMAT) stake by 2.5% in Q2 2026, buying an estimated $2.77K and bringing the position to 245 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #156.

YANKCOM Partnership first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

YANKCOM Partnership held 245 shares of Applied Materials worth $177K as of Q2 2026.
YANKCOM Partnership bought 6 Applied Materials shares in Q2 2026, an estimated $2.77K.
Applied Materials made up 0.06% of YANKCOM Partnership's portfolio in Q2 2026, its #156 holding.
YANKCOM Partnership first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.