Boston Common Asset Management’s Applied Materials AMAT Stock Holding History

Boston Common Asset 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 Q1	$15.8M	Buy	46,362 +26,945	+139%	+$9.06M	1.02%	30
2025 Q4	$4.99M	Buy	19,417 +16,981	+697%	+$4.07M	0.3%	86
2025 Q3	$499K	Hold	2,436	–	–	0.01%	265
2025 Q2	$446K	Sell	2,436 -17,691	-88%	-$2.8M	0.01%	274
2025 Q1	$2.92M	Sell	20,127 -20,423	-50%	-$3.43M	0.09%	221
2024 Q4	$6.59M	Sell	40,550 -49,155	-55%	-$8.91M	0.19%	156
2024 Q3	$18.1M	Sell	89,705 -34,586	-28%	-$7.09M	0.47%	82
2024 Q2	$29.3M	Sell	124,291 -29,429	-19%	-$6.32M	0.75%	34
2024 Q1	$31.7M	Sell	153,720 -24,676	-14%	-$4.53M	0.76%	41
2023 Q4	$28.9M	Sell	178,396 -36,974	-17%	-$5.43M	0.66%	50
2023 Q3	$29.8M	Sell	215,370 -35,943	-14%	-$5.15M	0.71%	48
2023 Q2	$36.3M	Sell	251,313 -19,774	-7%	-$2.47M	0.78%	38
2023 Q1	$33.3M	Buy	271,087 +96,587	+55%	+$11.1M	0.69%	48
2022 Q4	$17M	Sell	174,500 -18,382	-10%	-$1.76M	0.81%	49
2022 Q3	$15.8M	Buy	192,882 +310	+0.2%	+$29.9K	0.83%	43
2022 Q2	$17.5M	Sell	192,572 -4,569	-2%	-$501K	0.87%	37
2022 Q1	$26M	Sell	197,141 -83,870	-30%	-$11.5M	1.12%	23
2021 Q4	$44.2M	Buy	281,011 +937	+0.3%	+$136K	1.79%	10
2021 Q3	$36.1M	Buy	280,074 +685	+0.2%	+$93K	1.56%	16
2021 Q2	$39.8M	Buy	279,389 +117,783	+73%	+$15.8M	1.71%	10
2021 Q1	$21.6M	Sell	161,606 -62,472	-28%	-$6.89M	1.36%	17
2020 Q4	$19.3M	Buy	224,078 +54,899	+32%	+$4.06M	1.35%	19
2020 Q3	$10.1M	Buy	169,179 +3,968	+2%	+$245K	0.96%	30
2020 Q2	$9.99M	Buy	165,211 +24,695	+18%	+$1.33M	1.07%	26
2020 Q1	$6.44M	Buy	140,516 +8,959	+7%	+$515K	0.91%	37
2019 Q4	$8.03M	Sell	131,557 -4,820	-4%	-$271K	0.94%	33
2019 Q3	$6.8M	Buy	136,377 +12,773	+10%	+$617K	0.84%	42
2019 Q2	$5.55M	Sell	123,604 -46,696	-27%	-$1.97M	0.69%	54
2019 Q1	$6.75M	Buy	170,300 +84,995	+100%	+$3.23M	0.88%	40
2018 Q4	$2.79M	Sell	85,305 -22,583	-21%	-$774K	0.41%	76
2018 Q3	$4.17M	Buy	107,888 +18,931	+21%	+$837K	0.52%	73
2018 Q2	$4.11M	Buy	88,957 +16,273	+22%	+$839K	0.51%	72
2018 Q1	$4.04M	Sell	72,684 -70,595	-49%	-$3.93M	0.48%	77
2017 Q4	$7.32M	Buy	143,279 +4,974	+4%	+$269K	0.87%	41
2017 Q3	$7.2M	Buy	138,305 +81,265	+142%	+$3.67M	0.9%	33
2017 Q2	$2.36M	Buy	+57,040	New	+$2.42M	0.31%	87

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Common Asset Management's AMAT Position: Q1 2026 in Review

Boston Common Asset Management increased its Applied Materials (AMAT) stake by 139% in Q1 2026, buying an estimated $9.06M and bringing the position to 46,362 shares worth $15.8M. The position accounts for 1.02% of the portfolio, ranked #30.

Boston Common Asset Management first reported a position in AMAT in Q2 2017 and has held it in 36 quarters since. The position peaked at $44.2M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Boston Common Asset Management held 46,362 shares of Applied Materials worth $15.8M as of Q1 2026.
Boston Common Asset Management bought 26,945 Applied Materials shares in Q1 2026, an estimated $9.06M.
Applied Materials made up 1.02% of Boston Common Asset Management's portfolio in Q1 2026, its #30 holding.
Boston Common Asset Management first reported a position in Applied Materials in Q2 2017 and has held it in 36 quarters since.
Boston Common Asset Management's Applied Materials position peaked at $44.2M in Q4 2021.
2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Boston Common Asset Management's 13F filing for Q1 2026, filed 7 May 2026.