Douglas Lane & Associates’s Applied Materials AMAT Stock Holding History

Douglas Lane & 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	$1.32M	Buy	1,820 +280	+18%	+$129K	0.02%	156
2026 Q1	$526K	Sell	1,540 -753	-33%	-$253K	0.01%	179
2025 Q4	$589K	Buy	+2,293	New	+$550K	0.01%	173
2024 Q3	–	Sell	-875	Closed	-$206K	–	238
2024 Q2	$206K	Buy	+875	New	+$188K	﹤0.01%	223
2022 Q1	–	Sell	-1,538	Closed	-$242K	–	223
2021 Q4	$242K	Sell	1,538 -180	-10%	-$26.1K	﹤0.01%	217
2021 Q3	$221K	Sell	1,718 -157	-8%	-$21.3K	﹤0.01%	217
2021 Q2	$267K	Buy	+1,875	New	+$252K	﹤0.01%	200

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Douglas Lane & Associates's AMAT Position: Q2 2026 in Review

Douglas Lane & Associates increased its Applied Materials (AMAT) stake by 18% in Q2 2026, buying an estimated $129K and bringing the position to 1,820 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #156.

Douglas Lane & Associates first reported a position in AMAT in Q2 2021 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Douglas Lane & Associates held 1,820 shares of Applied Materials worth $1.32M as of Q2 2026.
Douglas Lane & Associates bought 280 Applied Materials shares in Q2 2026, an estimated $129K.
Applied Materials made up 0.02% of Douglas Lane & Associates's portfolio in Q2 2026, its #156 holding.
Douglas Lane & Associates first reported a position in Applied Materials in Q2 2021 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.