Cascade Investment Group’s Applied Materials AMAT Stock Holding History

Cascade Investment Group’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	$1.58M	Sell	2,180 -30	-1%	-$13.8K	0.88%	29
2026 Q1	$755K	Buy	2,210 +66	+3%	+$22.2K	0.5%	54
2025 Q4	$551K	Hold	2,144	–	–	0.37%	63
2025 Q3	$439K	Hold	2,144	–	–	0.29%	77
2025 Q2	$393K	Sell	2,144 -20	-0.9%	-$3.17K	0.27%	83
2025 Q1	$314K	Sell	2,164 -100	-4%	-$16.8K	0.24%	94
2024 Q4	$368K	Hold	2,264	–	–	0.26%	87
2024 Q3	$457K	Hold	2,264	–	–	0.34%	73
2024 Q2	$534K	Hold	2,264	–	–	0.42%	57
2024 Q1	$467K	Buy	2,264 +89	+4%	+$16.3K	0.35%	68
2023 Q4	$353K	Hold	2,175	–	–	0.28%	81
2023 Q3	$301K	Sell	2,175 -20	-0.9%	-$2.87K	0.28%	82
2023 Q2	$317K	Hold	2,195	–	–	0.29%	88
2023 Q1	$270K	Hold	2,195	–	–	0.27%	98
2022 Q4	$214K	Buy	+2,195	New	+$211K	0.22%	112

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

Cascade Investment Group's AMAT Position: Q2 2026 in Review

Cascade Investment Group reduced its Applied Materials (AMAT) stake by 1.4% in Q2 2026, selling an estimated $13.8K and leaving 2,180 shares worth $1.58M. The position accounts for 0.88% of the portfolio, ranked #29.

Cascade Investment Group first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Cascade Investment Group held 2,180 shares of Applied Materials worth $1.58M as of Q2 2026.
Cascade Investment Group sold 30 Applied Materials shares in Q2 2026, an estimated $13.8K.
Applied Materials made up 0.88% of Cascade Investment Group's portfolio in Q2 2026, its #29 holding.
Cascade Investment Group first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.