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Chesley Taft & Associates’s Applied Materials AMAT Stock Holding History

Chesley Taft & Associates’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 		$4.38M Sell
6,055
-1,083
-15% -$500K 0.17% 102
2026
Q1 		$2.44M Sell
7,138
-79
-1% -$26.6K 0.1% 137
2025
Q4 		$1.85M Sell
7,217
-451
-6% -$108K 0.07% 167
2025
Q3 		$1.57M Buy
7,668
+23
+0.3% +$4.17K 0.07% 170
2025
Q2 		$1.4M Sell
7,645
-87
-1% -$13.8K 0.06% 178
2025
Q1 		$1.12M Hold
7,732
– – 0.05% 187
2024
Q4 		$1.26M Hold
7,732
– – 0.06% 178
2024
Q3 		$1.56M Sell
7,732
-325
-4% -$66.7K 0.07% 159
2024
Q2 		$1.9M Sell
8,057
-483
-6% -$104K 0.1% 139
2024
Q1 		$1.76M Sell
8,540
-1,125
-12% -$206K 0.09% 146
2023
Q4 		$1.57M Sell
9,665
-145
-1% -$21.3K 0.09% 149
2023
Q3 		$1.36M Sell
9,810
-15
-0.2% -$2.15K 0.09% 150
2023
Q2 		$1.42M Hold
9,825
– – 0.09% 153
2023
Q1 		$1.21M Buy
9,825
+200
+2% +$23K 0.08% 161
2022
Q4 		$937K Sell
9,625
-125
-1% -$12K 0.06% 176
2022
Q3 		$799K Hold
9,750
– – 0.06% 180
2022
Q2 		$887K Sell
9,750
-3,577
-27% -$392K 0.06% 176
2022
Q1 		$1.53M Buy
13,327
+106
+0.8% +$14.6K 0.09% 153
2021
Q4 		$2.08M Sell
13,221
-7
-0.1% -$1.01K 0.11% 140
2021
Q3 		$1.7M Sell
13,228
-640
-5% -$86.9K 0.1% 145
2021
Q2 		$1.98M Sell
13,868
-266
-2% -$35.7K 0.11% 139
2021
Q1 		$2.02M Hold
14,134
– – 0.12% 134
2020
Q4 		$1.22M Buy
14,134
+70
+0.5% +$5.17K 0.08% 156
2020
Q3 		$836K Buy
14,064
+1,020
+8% +$63K 0.06% 170
2020
Q2 		$789K Buy
+13,044
New +$704K 0.06% 172

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Chesley Taft & Associates's AMAT Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $500K and leaving 6,055 shares worth $4.38M. The position accounts for 0.17% of the portfolio, ranked #102.

Chesley Taft & Associates first reported a position in AMAT in Q2 2020 and has held it in 25 quarters since. 796 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Chesley Taft & Associates held 6,055 shares of Applied Materials worth $4.38M as of Q2 2026.
  • Chesley Taft & Associates sold 1,083 Applied Materials shares in Q2 2026, an estimated $500K.
  • Applied Materials made up 0.17% of Chesley Taft & Associates's portfolio in Q2 2026, its #102 holding.
  • Chesley Taft & Associates first reported a position in Applied Materials in Q2 2020 and has held it in 25 quarters since.
  • 796 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.