Chilton Capital Management’s Applied Materials AMAT Stock Holding History

Chilton Capital Management’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	$1.97M	Sell	2,725 -16	-0.6%	-$7.38K	0.06%	103
2026 Q1	$937K	Sell	2,741 -4	-0.1%	-$1.35K	0.03%	131
2025 Q4	$705K	Buy	2,745 +20	+0.7%	+$4.79K	0.02%	151
2025 Q3	$558K	Hold	2,725	–	–	0.02%	169
2025 Q2	$499K	Hold	2,725	–	–	0.02%	171
2025 Q1	$395K	Sell	2,725 -50	-2%	-$8.41K	0.02%	178
2024 Q4	$451K	Sell	2,775 -62	-2%	-$11.2K	0.02%	167
2024 Q3	$573K	Hold	2,837	–	–	0.02%	156
2024 Q2	$670K	Buy	2,837 +62	+2%	+$13.3K	0.03%	151
2024 Q1	$572K	Hold	2,775	–	–	0.03%	156
2023 Q4	$450K	Buy	2,775 +2,425	+693%	+$356K	0.02%	170
2023 Q3	$48.5K	Hold	350	–	–	﹤0.01%	327
2023 Q2	$50.6K	Hold	350	–	–	﹤0.01%	330
2023 Q1	$43K	Buy	+350	New	+$40.2K	﹤0.01%	347
2022 Q3	–	Sell	-445	Closed	-$40K	–	227
2022 Q2	$40K	Buy	+445	New	+$48.8K	﹤0.01%	338
2022 Q1	–	Sell	-445	Closed	-$70K	–	237
2021 Q4	$70K	Buy	+445	New	+$64.5K	﹤0.01%	308
2014 Q2	–	Sell	-12,780	Closed	-$261K	–	163
2014 Q1	$261K	Sell	12,780 -2,405	-16%	-$44.2K	0.03%	146
2013 Q4	$268K	Sell	15,185 -117,650	-89%	-$2.05M	0.03%	174
2013 Q3	$2.33M	Sell	132,835 -3,880	-3%	-$62K	0.27%	86
2013 Q2	$2.04M	Buy	+136,715	New	+$1.98M	0.25%	93

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

Chilton Capital Management's AMAT Position: Q2 2026 in Review

Chilton Capital Management reduced its Applied Materials (AMAT) stake by 0.58% in Q2 2026, selling an estimated $7.38K and leaving 2,725 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #103.

Chilton Capital Management first reported a position in AMAT in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.33M in Q3 2013. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Chilton Capital Management held 2,725 shares of Applied Materials worth $1.97M as of Q2 2026.
Chilton Capital Management sold 16 Applied Materials shares in Q2 2026, an estimated $7.38K.
Applied Materials made up 0.06% of Chilton Capital Management's portfolio in Q2 2026, its #103 holding.
Chilton Capital Management first reported a position in Applied Materials in Q2 2013 and has held it in 20 quarters since.
Chilton Capital Management's Applied Materials position peaked at $2.33M in Q3 2013.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.