Auto-Owners Insurance’s Applied Materials AMAT Stock Holding History

Auto-Owners Insurance’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	$4.39M	Sell	6,068 -7,002	-54%	-$3.23M	0.1%	51
2026 Q1	$4.47M	Sell	13,070 -44	-0.3%	-$14.8K	0.09%	54
2025 Q4	$3.37M	Buy	13,114 +114	+0.9%	+$27.3K	0.07%	56
2025 Q3	$2.66M	Hold	13,000	–	–	0.07%	61
2025 Q2	$2.38M	Hold	13,000	–	–	0.05%	66
2025 Q1	$2.11M	Hold	13,000	–	–	0.06%	80
2024 Q4	$2.11M	Hold	13,000	–	–	0.05%	68
2024 Q3	$2.63M	Hold	13,000	–	–	0.06%	69
2024 Q2	$3.07M	Hold	13,000	–	–	0.08%	63
2024 Q1	$2.68M	Hold	13,000	–	–	0.07%	64
2023 Q4	$2.11M	Hold	13,000	–	–	0.06%	67
2023 Q3	$1.8M	Hold	13,000	–	–	0.06%	68
2023 Q2	$1.88M	Hold	13,000	–	–	0.06%	68
2023 Q1	$1.6M	Hold	13,000	–	–	0.06%	66
2022 Q4	$1.27M	Buy	+13,000	New	+$1.25M	0.05%	67

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Auto-Owners Insurance's AMAT Position: Q2 2026 in Review

Auto-Owners Insurance reduced its Applied Materials (AMAT) stake by 54% in Q2 2026, selling an estimated $3.23M and leaving 6,068 shares worth $4.39M. The position accounts for 0.1% of the portfolio, ranked #51.

Auto-Owners Insurance first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.47M in Q1 2026. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Auto-Owners Insurance held 6,068 shares of Applied Materials worth $4.39M as of Q2 2026.
Auto-Owners Insurance sold 7,002 Applied Materials shares in Q2 2026, an estimated $3.23M.
Applied Materials made up 0.1% of Auto-Owners Insurance's portfolio in Q2 2026, its #51 holding.
Auto-Owners Insurance first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's Applied Materials position peaked at $4.47M in Q1 2026.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Auto-Owners Insurance's 13F filing for Q2 2026, filed 15 Jul 2026.