Boit C.F. David’s Applied Materials AMAT Stock Holding History

Boit C.F. David’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	$2.17M	Hold	3,000	–	–	0.91%	29
2026 Q1	$1.03M	Hold	3,000	–	–	0.46%	45
2025 Q4	$904K	Hold	3,000	–	–	0.39%	48
2025 Q3	$614K	Hold	3,000	–	–	0.28%	57
2025 Q2	$549K	Hold	3,000	–	–	0.26%	60
2025 Q1	$435K	Hold	3,000	–	–	0.22%	66
2024 Q4	$488K	Hold	3,000	–	–	0.2%	62
2024 Q3	$603K	Hold	3,000	–	–	0.3%	55
2024 Q2	$708K	Hold	3,000	–	–	0.37%	48
2024 Q1	$582K	Hold	3,000	–	–	0.32%	53
2023 Q4	$454K	Buy	+3,000	New	+$441K	0.26%	60

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

Boit C.F. David's AMAT Position: Q2 2026 in Review

Boit C.F. David held its Applied Materials (AMAT) position steady in Q2 2026 at 3,000 shares worth $2.17M. The position accounts for 0.91% of the portfolio, ranked #29.

Boit C.F. David first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Boit C.F. David held 3,000 shares of Applied Materials worth $2.17M as of Q2 2026.
Boit C.F. David left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.91% of Boit C.F. David's portfolio in Q2 2026, its #29 holding.
Boit C.F. David first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.