Becker Capital Management’s Applied Materials AMAT Stock Holding History

Becker Capital Management’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	$774K	Buy	1,070 +199	+23%	+$91.8K	0.02%	197
2026 Q1	$298K	Sell	871 -20	-2%	-$6.73K	0.01%	262
2025 Q4	$229K	Buy	+891	New	+$214K	0.01%	290
2024 Q3	–	Sell	-900	Closed	-$212K	–	277
2024 Q2	$212K	Buy	+900	New	+$193K	0.01%	259
2022 Q2	–	Sell	-2,005	Closed	-$264K	–	194
2022 Q1	$264K	Sell	2,005 -380	-16%	-$52.3K	0.01%	181
2021 Q4	$375K	Sell	2,385 -208	-8%	-$30.1K	0.01%	164
2021 Q3	$334K	Buy	2,593 +22	+0.9%	+$2.99K	0.01%	168
2021 Q2	$366K	Buy	2,571 +178	+7%	+$23.9K	0.02%	165
2021 Q1	$320K	Buy	+2,393	New	+$264K	0.01%	166
2018 Q1	–	Sell	-5,304	Closed	-$271K	–	168
2017 Q4	$271K	Hold	5,304	–	–	0.01%	140
2017 Q3	$276K	Hold	5,304	–	–	0.01%	133
2017 Q2	$219K	Hold	5,304	–	–	0.01%	130
2017 Q1	$206K	Buy	+5,304	New	+$190K	0.01%	135

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 $3.38T AUM 44.17% 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

Becker Capital Management's AMAT Position: Q2 2026 in Review

Becker Capital Management increased its Applied Materials (AMAT) stake by 23% in Q2 2026, buying an estimated $91.8K and bringing the position to 1,070 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #197.

Becker Capital Management first reported a position in AMAT in Q1 2017 and has held it in 13 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Becker Capital Management held 1,070 shares of Applied Materials worth $774K as of Q2 2026.
Becker Capital Management bought 199 Applied Materials shares in Q2 2026, an estimated $91.8K.
Applied Materials made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #197 holding.
Becker Capital Management first reported a position in Applied Materials in Q1 2017 and has held it in 13 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.