Zevenbergen Capital Investments’s Applied Materials AMAT Stock Holding History

Zevenbergen Capital Investments’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 Q3	$44.4M	Buy	86,800 +8,000	+10%	+$4.06M	1.02%	30
2026 Q2	$57M	Hold	78,800	–	–	1.3%	23
2026 Q1	$26.9M	Buy	78,800 +8,800	+13%	+$2.96M	0.77%	35
2025 Q4	$18M	Hold	70,000	–	–	0.4%	47
2025 Q3	$14.3M	Hold	70,000	–	–	0.28%	50
2025 Q2	$12.8M	Hold	70,000	–	–	0.25%	52
2025 Q1	$10.2M	Hold	70,000	–	–	0.25%	54
2024 Q4	$11.4M	Hold	70,000	–	–	0.23%	51
2024 Q3	$14.1M	Hold	70,000	–	–	0.3%	50
2024 Q2	$16.5M	Hold	70,000	–	–	0.35%	46
2024 Q1	$14.4M	Sell	70,000 -6,000	-8%	-$1.1M	0.31%	52
2023 Q4	$12.3M	Hold	76,000	–	–	0.28%	56
2023 Q3	$10.5M	Buy	76,000 +9,000	+13%	+$1.29M	0.27%	56
2023 Q2	$9.68M	Sell	67,000 -3,000	-4%	-$375K	0.23%	54
2023 Q1	$8.6M	Hold	70,000	–	–	0.23%	55
2022 Q4	$6.82M	Hold	70,000	–	–	0.23%	59
2022 Q3	$5.74M	Buy	+70,000	New	+$6.75M	0.16%	63

Other funds holding AMAT

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BFS

Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Zevenbergen Capital Investments's AMAT Position: Q3 2026 in Review

Zevenbergen Capital Investments increased its Applied Materials (AMAT) stake by 10% in Q3 2026, buying an estimated $4.06M and bringing the position to 86,800 shares worth $44.4M. The position accounts for 1.02% of the portfolio, ranked #30.

Zevenbergen Capital Investments first reported a position in AMAT in Q3 2022 and has held it in 17 quarters since. The position peaked at $57M in Q2 2026. 109 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Zevenbergen Capital Investments held 86,800 shares of Applied Materials worth $44.4M as of Q3 2026.
Zevenbergen Capital Investments bought 8,000 Applied Materials shares in Q3 2026, an estimated $4.06M.
Applied Materials made up 1.02% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #30 holding.
Zevenbergen Capital Investments first reported a position in Applied Materials in Q3 2022 and has held it in 17 quarters since.
Zevenbergen Capital Investments's Applied Materials position peaked at $57M in Q2 2026.
109 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2026, filed 8 Oct 2026.