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Chase Coleman’s Applied Materials AMAT Stock Holding History

Chase Coleman’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 		$1.18B Sell
1,632,210
-24,690
-1% -$11.4M 4.92% 8
2026
Q1 		$566M Buy
1,656,900
+761,700
+85% +$256M 2.48% 13
2025
Q4 		$230M Hold
895,200
– – 0.77% 27
2025
Q3 		$183M Hold
895,200
– – 0.57% 30
2025
Q2 		$164M Hold
895,200
– – 0.48% 32
2025
Q1 		$130M Hold
895,200
– – 0.49% 35
2024
Q4 		$146M Hold
895,200
– – 0.55% 33
2024
Q3 		$181M Hold
895,200
– – 0.77% 26
2024
Q2 		$211M Buy
+895,200
New +$192M 0.98% 23
2023
Q2 		– Sell
-419,500
Closed -$51.5M – 43
2023
Q1 		$51.5M Buy
+419,500
New +$48.2M 0.47% 29

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

Chase Coleman's AMAT Position: Q2 2026 in Review

Chase Coleman reduced its Applied Materials (AMAT) stake by 1.5% in Q2 2026, selling an estimated $11.4M and leaving 1,632,210 shares worth $1.18B. The position accounts for 4.92% of the portfolio, ranked #8.

Chase Coleman first reported a position in AMAT in Q1 2023 and has held it in 10 quarters since. 3,485 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Chase Coleman held 1,632,210 shares of Applied Materials worth $1.18B as of Q2 2026.
  • Chase Coleman sold 24,690 Applied Materials shares in Q2 2026, an estimated $11.4M.
  • Applied Materials made up 4.92% of Chase Coleman's portfolio in Q2 2026, its #8 holding.
  • Chase Coleman first reported a position in Applied Materials in Q1 2023 and has held it in 10 quarters since.
  • 3,485 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Tiger Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.