Donaldson Capital Management’s Applied Materials AMAT Stock Holding History

Donaldson 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	$3.28M	Buy	+4,536	New	+$2.09M	0.09%	94

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

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

Donaldson Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 4,536 shares worth $3.28M. The stake represents 0.09% of the portfolio and ranks #94 among its holdings.

3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Donaldson Capital Management held 4,536 shares of Applied Materials worth $3.28M as of Q2 2026.
Applied Materials was a new Donaldson Capital Management position in Q2 2026.
Applied Materials made up 0.09% of Donaldson Capital Management's portfolio in Q2 2026, its #94 holding.
3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.