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Boston Trust Walden’s Applied Materials AMAT Stock Holding History

Boston Trust Walden’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 		$167M Sell
231,137
-53,466
-19% -$24.7M 1.27% 7
2026
Q1 		$97.3M Sell
284,603
-116,624
-29% -$39.2M 0.8% 25
2025
Q4 		$103M Sell
401,227
-71,670
-15% -$17.2M 0.78% 23
2025
Q3 		$96.8M Sell
472,897
-112,399
-19% -$20.4M 0.71% 30
2025
Q2 		$107M Buy
585,296
+20,403
+4% +$3.23M 0.76% 32
2025
Q1 		$82M Sell
564,893
-27,303
-5% -$4.59M 0.6% 53
2024
Q4 		$96.3M Sell
592,196
-769
-0.1% -$139K 0.68% 40
2024
Q3 		$120M Buy
592,965
+25,349
+4% +$5.2M 0.83% 27
2024
Q2 		$134M Sell
567,616
-815
-0.1% -$175K 0.99% 15
2024
Q1 		$117M Buy
568,431
+162,988
+40% +$29.9M 0.84% 29
2023
Q4 		$65.7M Buy
405,443
+80,097
+25% +$11.8M 0.5% 68
2023
Q3 		$45M Buy
325,346
+44,232
+16% +$6.34M 0.38% 95
2023
Q2 		$40.6M Buy
281,114
+2,085
+0.7% +$261K 0.33% 111
2023
Q1 		$34.3M Buy
279,029
+68,718
+33% +$7.89M 0.3% 129
2022
Q4 		$20.5M Sell
210,311
-1,930
-0.9% -$185K 0.18% 168
2022
Q3 		$17.4M Buy
212,241
+2,282
+1% +$220K 0.17% 172
2022
Q2 		$19.1M Buy
209,959
+14,664
+8% +$1.61M 0.18% 170
2022
Q1 		$25.7M Buy
195,295
+24,120
+14% +$3.32M 0.21% 157
2021
Q4 		$26.9M Buy
+171,175
New +$24.8M 0.22% 158
2021
Q3 		– Sell
-1,500
Closed -$214K – 388
2021
Q2 		$214K Hold
1,500
– – ﹤0.01% 379
2021
Q1 		$200K Buy
+1,500
New +$165K ﹤0.01% 369

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Boston Trust Walden's AMAT Position: Q2 2026 in Review

Boston Trust Walden reduced its Applied Materials (AMAT) stake by 19% in Q2 2026, selling an estimated $24.7M and leaving 231,137 shares worth $167M. The position accounts for 1.27% of the portfolio, ranked #7.

Boston Trust Walden first reported a position in AMAT in Q1 2021 and has held it in 21 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Boston Trust Walden held 231,137 shares of Applied Materials worth $167M as of Q2 2026.
  • Boston Trust Walden sold 53,466 Applied Materials shares in Q2 2026, an estimated $24.7M.
  • Applied Materials made up 1.27% of Boston Trust Walden's portfolio in Q2 2026, its #7 holding.
  • Boston Trust Walden first reported a position in Applied Materials in Q1 2021 and has held it in 21 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.