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Dorsey Wright & Associates’s Applied Materials AMAT Stock Holding History

Dorsey Wright & Associates’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 		$12.3M Buy
+16,951
New +$7.82M 2.08% 16
2021
Q4 		– Sell
-18,371
Closed -$2.37M – 280
2021
Q3 		$2.37M Sell
18,371
-462
-2% -$62.7K 0.52% 94
2021
Q2 		$2.68M Buy
18,833
+256
+1% +$34.4K 0.57% 87
2021
Q1 		$2.48K Buy
+18,577
New +$2.05M 0.03% 233

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dorsey Wright & Associates's AMAT Position: Q2 2026 in Review

Dorsey Wright & Associates opened a new position in Applied Materials (AMAT) in Q2 2026: 16,951 shares worth $12.3M. The stake represents 2.08% of the portfolio and ranks #16 among its holdings. This is a return to the name: Dorsey Wright & Associates previously reported a position in AMAT as recently as Q3 2021.

Dorsey Wright & Associates first reported a position in AMAT in Q1 2021 and has held it in 4 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Dorsey Wright & Associates held 16,951 shares of Applied Materials worth $12.3M as of Q2 2026.
  • Applied Materials was a new Dorsey Wright & Associates position in Q2 2026.
  • Applied Materials made up 2.08% of Dorsey Wright & Associates's portfolio in Q2 2026, its #16 holding.
  • Dorsey Wright & Associates first reported a position in Applied Materials in Q1 2021 and has held it in 4 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.