CPWA LLC’s Applied Materials AMAT Stock Holding History

CPWA LLC’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	$1.63M	Hold	2,259	–	–	1.9%	13
2026 Q1	$1M	Buy	+2,259	New	+$760K	1.2%	19

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

CPWA LLC's AMAT Position: Q2 2026 in Review

CPWA LLC held its Applied Materials (AMAT) position steady in Q2 2026 at 2,259 shares worth $1.63M. The position accounts for 1.9% of the portfolio, ranked #13.

CPWA LLC first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,480 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

CPWA LLC held 2,259 shares of Applied Materials worth $1.63M as of Q2 2026.
CPWA LLC left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 1.9% of CPWA LLC's portfolio in Q2 2026, its #13 holding.
CPWA LLC first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
3,480 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.