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Hamilton Capital Partners Inc.’s Applied Materials AMAT Stock Holding History

Hamilton Capital Partners Inc.’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 		$83.6M Buy
115,628
+820
+0.7% +$378K 2.43% 10
2026
Q1 		$39.2M Buy
+114,808
New +$38.6M 1.32% 21
2025
Q1 		– Sell
-118,033
Closed -$19.2M – 208
2024
Q4 		$19.2M Buy
118,033
+23,016
+24% +$4.17M 1.43% 23
2024
Q3 		$19.2M Buy
95,017
+22,140
+30% +$4.54M 1.66% 15
2024
Q2 		$17.2M Buy
72,877
+7,664
+12% +$1.65M 1.84% 16
2024
Q1 		$13.4M Buy
+65,213
New +$12M 1.63% 20

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hamilton Capital Partners Inc.'s AMAT Position: Q2 2026 in Review

Hamilton Capital Partners Inc. increased its Applied Materials (AMAT) stake by 0.71% in Q2 2026, buying an estimated $378K and bringing the position to 115,628 shares worth $83.6M. The position accounts for 2.43% of the portfolio, ranked #10.

Hamilton Capital Partners Inc. first reported a position in AMAT in Q1 2024 and has held it in 6 quarters since. 3,348 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Hamilton Capital Partners Inc. held 115,628 shares of Applied Materials worth $83.6M as of Q2 2026.
  • Hamilton Capital Partners Inc. bought 820 Applied Materials shares in Q2 2026, an estimated $378K.
  • Applied Materials made up 2.43% of Hamilton Capital Partners Inc.'s portfolio in Q2 2026, its #10 holding.
  • Hamilton Capital Partners Inc. first reported a position in Applied Materials in Q1 2024 and has held it in 6 quarters since.
  • 3,348 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Hamilton Capital Partners Inc.'s 13F filing for Q2 2026, filed 14 Aug 2026.