Clifford Swan Investment Counsel’s Applied Materials AMAT Stock Holding History

Clifford Swan Investment Counsel’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	$820K	Sell	1,134 -50	-4%	-$23.1K	0.03%	186
2026 Q1	$405K	Buy	+1,184	New	+$398K	0.01%	234
2024 Q1	–	Sell	-1,705	Closed	-$276K	–	308
2023 Q4	$276K	Hold	1,705	–	–	0.01%	269
2023 Q3	$236K	Hold	1,705	–	–	0.01%	277
2023 Q2	$246K	Hold	1,705	–	–	0.01%	280
2023 Q1	$209K	Buy	+1,705	New	+$196K	0.01%	287
2022 Q1	–	Sell	-1,350	Closed	-$212K	–	324
2021 Q4	$212K	Buy	+1,350	New	+$196K	0.01%	325

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

Clifford Swan Investment Counsel's AMAT Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Applied Materials (AMAT) stake by 4.2% in Q2 2026, selling an estimated $23.1K and leaving 1,134 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #186.

Clifford Swan Investment Counsel first reported a position in AMAT in Q4 2021 and has held it in 7 quarters since. 3,491 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Clifford Swan Investment Counsel held 1,134 shares of Applied Materials worth $820K as of Q2 2026.
Clifford Swan Investment Counsel sold 50 Applied Materials shares in Q2 2026, an estimated $23.1K.
Applied Materials made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #186 holding.
Clifford Swan Investment Counsel first reported a position in Applied Materials in Q4 2021 and has held it in 7 quarters since.
3,491 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.