Cornerstone Investment Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$63.2M	Buy	345,494 +45,474	+15%	+$8.32M	2.79%	18
2025 Q1	$43.5M	Buy	300,020 +85,037	+40%	+$12.3M	2.11%	26
2024 Q4	$35M	Buy	+214,983	New	+$35M	1.74%	28