Brown, Lisle/Cummings’s Applied Materials AMAT Stock Holding History

Brown, Lisle/Cummings’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	$855K	Sell	1,182 -9	-0.8%	-$4.15K	0.19%	118
2026 Q1	$407K	Buy	1,191 +38	+3%	+$12.8K	0.1%	168
2025 Q4	$296K	Hold	1,153	–	–	0.07%	188
2025 Q3	$236K	Hold	1,153	–	–	0.06%	197
2025 Q2	$211K	Buy	1,153 +990	+607%	+$157K	0.06%	209
2025 Q1	$23.7K	Buy	163 +13	+9%	+$2.19K	0.01%	396
2024 Q4	$24.4K	Hold	150	–	–	0.01%	392
2024 Q3	$30.3K	Hold	150	–	–	0.01%	353
2024 Q2	$35.4K	Hold	150	–	–	0.01%	340
2024 Q1	$30.9K	Hold	150	–	–	0.01%	336
2023 Q4	$24.3K	Hold	150	–	–	0.01%	345
2023 Q3	$20.8K	Hold	150	–	–	0.01%	332
2023 Q2	$21.7K	Hold	150	–	–	0.01%	331
2023 Q1	$18.4K	Buy	+150	New	+$17.2K	0.01%	342

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

Brown, Lisle/Cummings's AMAT Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Applied Materials (AMAT) stake by 0.76% in Q2 2026, selling an estimated $4.15K and leaving 1,182 shares worth $855K. The position accounts for 0.19% of the portfolio, ranked #118.

Brown, Lisle/Cummings first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Brown, Lisle/Cummings held 1,182 shares of Applied Materials worth $855K as of Q2 2026.
Brown, Lisle/Cummings sold 9 Applied Materials shares in Q2 2026, an estimated $4.15K.
Applied Materials made up 0.19% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #118 holding.
Brown, Lisle/Cummings first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.