Question 1

How many shares of AMAT does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 181,284 shares of AMAT (APPLIED MATERIALS INC).

Question 2

What is &PARTNERS's AMAT position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's AMAT position is worth $130.8M.

Question 3

Is &PARTNERS buying or selling AMAT?

Accepted Answer

In 2026-Q2, &PARTNERS increased their AMAT position (+7.1% change in shares).

Question 4

When did &PARTNERS first buy AMAT?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in AMAT in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	181,284	+7.1%	$130.8M	0.5%	$723.00	46
2026-Q1	Increased	169,257	+8.5%	$57.9M	0.3%	$341.37	38
2025-Q4	Increased	156,043	+12.1%	$40.1M	0.2%	$256.35	39
2025-Q3	Increased	139,232	+13.5%	$28.6M	0.2%	$203.83	39
2025-Q2	Increased	122,691	+41.8%	$22.5M	0.2%	$181.74	46
2025-Q1	Increased	86,521	+37.4%	$12.5M	0.1%	$143.65	44
2024-Q4	Increased	62,966	+47.5%	$10.7M	0.1%	$160.62	45
2024-Q3	Increased	42,689	+122.7%	$8.7M	0.2%	$199.08	53

AMATShowing 8 of 23 quarters

AMAT
Showing 8 of 23 quarters