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CCM Investment Advisers’s Applied Materials AMAT Stock Holding History

CCM Investment Advisers’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 		$56.7M Sell
78,360
-6,172
-7% -$2.85M 4.38% 2
2026
Q1 		$28.9M Sell
84,532
-7,806
-8% -$2.63M 2.77% 9
2025
Q4 		$23.7M Sell
92,338
-10,688
-10% -$2.56M 2.27% 12
2025
Q3 		$21.1M Buy
103,026
+1,939
+2% +$352K 2.08% 17
2025
Q2 		$18.5M Buy
101,087
+1,894
+2% +$300K 1.99% 19
2025
Q1 		$14.4M Buy
99,193
+2,186
+2% +$368K 1.77% 26
2024
Q4 		$15.8M Buy
97,007
+13,272
+16% +$2.41M 1.74% 23
2024
Q3 		$16.9M Sell
83,735
-2,042
-2% -$419K 1.89% 18
2024
Q2 		$20.2M Buy
85,777
+84
+0.1% +$18K 2.38% 9
2024
Q1 		$17.7M Sell
85,693
-15,062
-15% -$2.76M 2.11% 14
2023
Q4 		$16.3M Sell
100,755
-184
-0.2% -$27K 2.01% 15
2023
Q3 		$14M Sell
100,939
-522
-0.5% -$74.9K 1.93% 19
2023
Q2 		$14.7M Buy
101,461
+1,808
+2% +$226K 1.97% 17
2023
Q1 		$12.2M Buy
99,653
+5,848
+6% +$672K 1.73% 26
2022
Q4 		$9.13M Sell
93,805
-6,622
-7% -$635K 1.45% 41
2022
Q3 		$8.23M Buy
100,427
+9,300
+10% +$897K 1.4% 42
2022
Q2 		$8.29M Buy
91,127
+6,609
+8% +$725K 1.33% 47
2022
Q1 		$11.1M Sell
84,518
-12,286
-13% -$1.69M 1.52% 41
2021
Q4 		$15.2M Buy
96,804
+316
+0.3% +$45.8K 1.85% 24
2021
Q3 		$12.4M Buy
96,488
+1,307
+1% +$177K 1.61% 33
2021
Q2 		$13.6M Buy
95,181
+10,237
+12% +$1.37M 1.73% 28
2021
Q1 		$11.3M Buy
+84,944
New +$9.37M 1.54% 38

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

CCM Investment Advisers's AMAT Position: Q2 2026 in Review

CCM Investment Advisers reduced its Applied Materials (AMAT) stake by 7.3% in Q2 2026, selling an estimated $2.85M and leaving 78,360 shares worth $56.7M. The position accounts for 4.38% of the portfolio, ranked #2.

CCM Investment Advisers first reported a position in AMAT in Q1 2021 and has held it in 22 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • CCM Investment Advisers held 78,360 shares of Applied Materials worth $56.7M as of Q2 2026.
  • CCM Investment Advisers sold 6,172 Applied Materials shares in Q2 2026, an estimated $2.85M.
  • Applied Materials made up 4.38% of CCM Investment Advisers's portfolio in Q2 2026, its #2 holding.
  • CCM Investment Advisers first reported a position in Applied Materials in Q1 2021 and has held it in 22 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.