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CWA Asset Management Group’s Applied Materials AMAT Stock Holding History

CWA Asset Management Group’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 		$9.14M Buy
12,639
+1,403
+12% +$647K 0.28% 77
2026
Q1 		$3.84M Sell
11,236
-1,545
-12% -$520K 0.13% 166
2025
Q4 		$3.28M Sell
12,781
-823
-6% -$197K 0.12% 164
2025
Q3 		$2.79M Buy
13,604
+29
+0.2% +$5.26K 0.1% 181
2025
Q2 		$2.49M Sell
13,575
-229
-2% -$36.3K 0.11% 176
2025
Q1 		$2M Sell
13,804
-12
-0.1% -$2.02K 0.1% 189
2024
Q4 		$2.25M Buy
13,816
+325
+2% +$58.9K 0.11% 158
2024
Q3 		$2.73M Buy
+13,491
New +$2.77M 0.14% 130
2024
Q1 		$2.56M Buy
12,414
+3,468
+39% +$636K 0.16% 131
2023
Q4 		$1.45M Buy
8,946
+1,506
+20% +$221K 0.1% 137
2023
Q3 		$1.03M Buy
7,440
+257
+4% +$36.9K 0.08% 144
2023
Q2 		$1.04M Buy
7,183
+1,144
+19% +$143K 0.07% 135
2023
Q1 		$742K Buy
6,039
+2,559
+74% +$294K 0.06% 153
2022
Q4 		$339K Buy
3,480
+348
+11% +$33.4K 0.03% 244
2022
Q3 		$257K Buy
3,132
+17
+0.5% +$1.64K 0.02% 253
2022
Q2 		$283K Sell
3,115
-1,313
-30% -$144K 0.03% 239
2022
Q1 		$584K Buy
4,428
+852
+24% +$117K 0.04% 169
2021
Q4 		$563K Buy
3,576
+24
+0.7% +$3.48K 0.04% 177
2021
Q3 		$457K Buy
3,552
+61
+2% +$8.28K 0.04% 186
2021
Q2 		$482K Buy
3,491
+1,558
+81% +$209K 0.04% 181
2021
Q1 		$258K Buy
+1,933
New +$213K 0.02% 229

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

CWA Asset Management Group's AMAT Position: Q2 2026 in Review

CWA Asset Management Group increased its Applied Materials (AMAT) stake by 12% in Q2 2026, buying an estimated $647K and bringing the position to 12,639 shares worth $9.14M. The position accounts for 0.28% of the portfolio, ranked #77.

CWA Asset Management Group first reported a position in AMAT in Q1 2021 and has held it in 21 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • CWA Asset Management Group held 12,639 shares of Applied Materials worth $9.14M as of Q2 2026.
  • CWA Asset Management Group bought 1,403 Applied Materials shares in Q2 2026, an estimated $647K.
  • Applied Materials made up 0.28% of CWA Asset Management Group's portfolio in Q2 2026, its #77 holding.
  • CWA Asset Management Group first reported a position in Applied Materials in Q1 2021 and has held it in 21 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.