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Caldwell Investment Management’s Applied Materials AMAT Stock Holding History

Caldwell Investment 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 		$1.59M Buy
+2,200
New +$1.02M 1.04% 13
2024
Q3 		– Sell
-3,700
Closed -$872K – 33
2024
Q2 		$872K Hold
3,700
– – 0.66% 30
2024
Q1 		$1.03M Buy
+3,700
New +$679K 0.77% 28

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caldwell Investment Management's AMAT Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in Applied Materials (AMAT) in Q2 2026: 2,200 shares worth $1.59M. The stake represents 1.04% of the portfolio and ranks #13 among its holdings. This is a return to the name: Caldwell Investment Management previously reported a position in AMAT as recently as Q2 2024.

Caldwell Investment Management first reported a position in AMAT in Q1 2024 and has held it in 3 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Caldwell Investment Management held 2,200 shares of Applied Materials worth $1.59M as of Q2 2026.
  • Applied Materials was a new Caldwell Investment Management position in Q2 2026.
  • Applied Materials made up 1.04% of Caldwell Investment Management's portfolio in Q2 2026, its #13 holding.
  • Caldwell Investment Management first reported a position in Applied Materials in Q1 2024 and has held it in 3 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.