Douglass Winthrop Advisors’s Applied Materials AMAT Stock Holding History

Douglass Winthrop Advisors’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 Q1	$1.3M	Sell	3,799 -125	-3%	-$42K	0.02%	140
2025 Q4	$1.01M	Buy	3,924 +16	+0.4%	+$3.84K	0.02%	155
2025 Q3	$800K	Buy	3,908 +273	+8%	+$49.5K	0.01%	175
2025 Q2	$665K	Hold	3,635	–	–	0.01%	171
2025 Q1	$528K	Hold	3,635	–	–	0.01%	189
2024 Q4	$591K	Hold	3,635	–	–	0.01%	187
2024 Q3	$734K	Sell	3,635 -66	-2%	-$13.5K	0.01%	174
2024 Q2	$873K	Sell	3,701 -407	-10%	-$87.4K	0.02%	143
2024 Q1	$847K	Hold	4,108	–	–	0.02%	148
2023 Q4	$666K	Buy	4,108 +358	+10%	+$52.6K	0.01%	153
2023 Q3	$519K	Hold	3,750	–	–	0.01%	162
2023 Q2	$542K	Hold	3,750	–	–	0.01%	165
2023 Q1	$461K	Hold	3,750	–	–	0.01%	178
2022 Q4	$365K	Sell	3,750 -600	-14%	-$57.6K	0.01%	193
2022 Q3	$356K	Hold	4,350	–	–	0.01%	190
2022 Q2	$396K	Hold	4,350	–	–	0.01%	197
2022 Q1	$573K	Sell	4,350 -250	-5%	-$34.4K	0.01%	172
2021 Q4	$724K	Hold	4,600	–	–	0.02%	158
2021 Q3	$592K	Hold	4,600	–	–	0.01%	180
2021 Q2	$655K	Hold	4,600	–	–	0.02%	176
2021 Q1	$615K	Hold	4,600	–	–	0.02%	173
2020 Q4	$397K	Sell	4,600 -275	-6%	-$20.3K	0.01%	208
2020 Q3	$290K	Buy	+4,875	New	+$301K	0.01%	222

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Douglass Winthrop Advisors's AMAT Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Applied Materials (AMAT) stake by 3.2% in Q1 2026, selling an estimated $42K and leaving 3,799 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #140.

Douglass Winthrop Advisors first reported a position in AMAT in Q3 2020 and has held it in 23 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Douglass Winthrop Advisors held 3,799 shares of Applied Materials worth $1.3M as of Q1 2026.
Douglass Winthrop Advisors sold 125 Applied Materials shares in Q1 2026, an estimated $42K.
Applied Materials made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #140 holding.
Douglass Winthrop Advisors first reported a position in Applied Materials in Q3 2020 and has held it in 23 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.