Badgley Phelps Wealth Managers’s Applied Materials AMAT Stock Holding History

Badgley Phelps Wealth Managers’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	$42.8M	Buy	83,708 +1,060	+1%	+$538K	0.74%	35
2026 Q2	$59.8M	Sell	82,648 -100	-0.1%	-$46.1K	1.05%	27
2026 Q1	$28.3M	Sell	82,748 -379	-0.5%	-$127K	0.56%	46
2025 Q4	$21.4M	Buy	83,127 +1,444	+2%	+$346K	0.39%	64
2025 Q3	$16.7M	Buy	81,683 +549	+0.7%	+$100K	0.35%	74
2025 Q2	$14.9M	Sell	81,134 -1,121	-1%	-$178K	0.33%	83
2025 Q1	$11.9M	Buy	82,255 +105	+0.1%	+$17.7K	0.29%	89
2024 Q4	$13.4M	Sell	82,150 -1,587	-2%	-$288K	0.31%	86
2024 Q3	$16.9M	Buy	83,737 +722	+0.9%	+$148K	0.39%	75
2024 Q2	$19.6M	Buy	83,015 +82,954	+135,990%	+$17.8M	0.48%	63
2024 Q1	$12.6K	Sell	61 -85,390	-100%	-$15.7M	﹤0.01%	258
2023 Q4	$13.8M	Buy	85,451 +9,741	+13%	+$1.43M	0.38%	79
2023 Q3	$10.5M	Buy	75,710 +533	+0.7%	+$76.4K	0.36%	88
2023 Q2	$10.9M	Sell	75,177 -387	-0.5%	-$48.4K	0.36%	85
2023 Q1	$9.28M	Buy	75,564 +3,402	+5%	+$391K	0.34%	94
2022 Q4	$7.03M	Sell	72,162 -11,710	-14%	-$1.12M	0.28%	99
2022 Q3	$6.87M	Sell	83,872 -3,126	-4%	-$301K	0.3%	95
2022 Q2	$7.92M	Buy	86,998 +175	+0.2%	+$19.2K	0.33%	91
2022 Q1	$11.4M	Buy	86,823 +59	+0.1%	+$8.12K	0.4%	84
2021 Q4	$13.7M	Buy	86,764 +2,328	+3%	+$337K	0.44%	75
2021 Q3	$10.9M	Buy	+84,436	New	+$11.5M	0.39%	88

Other funds holding AMAT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Badgley Phelps Wealth Managers's AMAT Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Applied Materials (AMAT) stake by 1.3% in Q3 2026, buying an estimated $538K and bringing the position to 83,708 shares worth $42.8M. The position accounts for 0.74% of the portfolio, ranked #35.

Badgley Phelps Wealth Managers first reported a position in AMAT in Q3 2021 and has held it in 21 quarters since. The position peaked at $59.8M in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Badgley Phelps Wealth Managers held 83,708 shares of Applied Materials worth $42.8M as of Q3 2026.
Badgley Phelps Wealth Managers bought 1,060 Applied Materials shares in Q3 2026, an estimated $538K.
Applied Materials made up 0.74% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #35 holding.
Badgley Phelps Wealth Managers first reported a position in Applied Materials in Q3 2021 and has held it in 21 quarters since.
Badgley Phelps Wealth Managers's Applied Materials position peaked at $59.8M in Q2 2026.
994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.