Charter Research & Investment Group’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.11M | Hold |
8,450
| – | – | 3.71% | 5 |
|
|
2026
Q1 | $2.89M | Sell |
8,450
-175
| -2% | -$58.9K | 1.92% | 18 |
|
|
2025
Q4 | $2.22M | Sell |
8,625
-350
| -4% | -$83.9K | 1.48% | 19 |
|
|
2025
Q3 | $1.84M | Hold |
8,975
| – | – | 1.27% | 24 |
|
|
2025
Q2 | $1.64M | Hold |
8,975
| – | – | 1.23% | 26 |
|
|
2025
Q1 | $1.3M | Hold |
8,975
| – | – | 1% | 31 |
|
|
2024
Q4 | $1.46M | Hold |
8,975
| – | – | 1.11% | 27 |
|
|
2024
Q3 | $1.81M | Hold |
8,975
| – | – | 1.34% | 22 |
|
|
2024
Q2 | $2.12M | Sell |
8,975
-1,985
| -18% | -$426K | 1.67% | 18 |
|
|
2024
Q1 | $2.26M | Hold |
10,960
| – | – | 1.79% | 20 |
|
|
2023
Q4 | $1.78M | Hold |
10,960
| – | – | 1.47% | 21 |
|
|
2023
Q3 | $1.52M | Hold |
10,960
| – | – | 1.37% | 23 |
|
|
2023
Q2 | $1.58M | Sell |
10,960
-3,115
| -22% | -$390K | 1.31% | 22 |
|
|
2023
Q1 | $1.73M | Buy |
14,075
+975
| +7% | +$112K | 1.51% | 21 |
|
|
2022
Q4 | $1.28M | Hold |
13,100
| – | – | 1.22% | 26 |
|
|
2022
Q3 | $1.07M | Hold |
13,100
| – | – | 1.08% | 30 |
|
|
2022
Q2 | $1.19M | Hold |
13,100
| – | – | 1.08% | 32 |
|
|
2022
Q1 | $1.73M | Sell |
13,100
-2,200
| -14% | -$303K | 1.4% | 25 |
|
|
2021
Q4 | $2.41M | Hold |
15,300
| – | – | 1.9% | 18 |
|
|
2021
Q3 | $1.97M | Hold |
15,300
| – | – | 1.63% | 23 |
|
|
2021
Q2 | $2.18M | Hold |
15,300
| – | – | 1.81% | 20 |
|
|
2021
Q1 | $2.04M | Hold |
15,300
| – | – | 1.79% | 19 |
|
|
2020
Q4 | $1.32M | Hold |
15,300
| – | – | 1.27% | 27 |
|
|
2020
Q3 | $910K | Hold |
15,300
| – | – | 1% | 30 |
|
|
2020
Q2 | $925K | Hold |
15,300
| – | – | 1.07% | 31 |
|
|
2020
Q1 | $701K | Hold |
15,300
| – | – | 0.92% | 33 |
|
|
2019
Q4 | $934K | Hold |
15,300
| – | – | 0.95% | 35 |
|
|
2019
Q3 | $763K | Sell |
15,300
-13,950
| -48% | -$673K | 0.83% | 39 |
|
|
2019
Q2 | $1.31M | Hold |
29,250
| – | – | 1.46% | 29 |
|
|
2019
Q1 | $1.16M | Hold |
29,250
| – | – | 1.28% | 33 |
|
|
2018
Q4 | $958K | Hold |
29,250
| – | – | 1.21% | 31 |
|
|
2018
Q3 | $1.13M | Hold |
29,250
| – | – | 1.23% | 33 |
|
|
2018
Q2 | $1.35M | Hold |
29,250
| – | – | 1.55% | 29 |
|
|
2018
Q1 | $1.63M | Hold |
29,250
| – | – | 1.94% | 16 |
|
|
2017
Q4 | $1.5M | Buy |
+29,250
| New | +$1.58M | 1.68% | 27 |
|
|
2016
Q3 | $882K | Sell |
29,250
-775
| -3% | -$21.6K | 1.04% | 33 |
|
|
2016
Q2 | $720K | Sell |
30,025
-93,410
| -76% | -$2.06M | 0.82% | 39 |
|
|
2016
Q1 | $2.61M | Sell |
123,435
-3,735
| -3% | -$68.1K | 3% | 8 |
|
|
2015
Q4 | $2.37M | Buy |
127,170
+30,250
| +31% | +$525K | 2.76% | 12 |
|
|
2015
Q3 | $1.42M | Sell |
96,920
-24,350
| -20% | -$407K | 1.88% | 21 |
|
|
2015
Q2 | $2.33M | Buy |
+121,270
| New | +$2.49M | 2.59% | 13 |
|
Other funds holding AMAT
Charter Research & Investment Group's AMAT Position: Q2 2026 in Review
Charter Research & Investment Group held its Applied Materials (AMAT) position steady in Q2 2026 at 8,450 shares worth $6.11M. The position accounts for 3.71% of the portfolio, ranked #5.
Charter Research & Investment Group first reported a position in AMAT in Q2 2015 and has held it in 41 quarters since. 3,516 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Charter Research & Investment Group held 8,450 shares of Applied Materials worth $6.11M as of Q2 2026.
- Charter Research & Investment Group left its Applied Materials share count unchanged in Q2 2026.
- Applied Materials made up 3.71% of Charter Research & Investment Group's portfolio in Q2 2026, its #5 holding.
- Charter Research & Investment Group first reported a position in Applied Materials in Q2 2015 and has held it in 41 quarters since.
- 3,516 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.