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Eagle Capital Management (Louisiana)’s Applied Materials AMAT Stock Holding History

Eagle Capital Management (Louisiana)’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 		$14.4M Sell
19,932
-629
-3% -$290K 4.92% 7
2026
Q1 		$7.03M Sell
20,561
-118
-0.6% -$39.7K 2.77% 11
2025
Q4 		$5.31M Sell
20,679
-235
-1% -$56.3K 1.93% 19
2025
Q3 		$4.28M Buy
20,914
+5,317
+34% +$965K 1.62% 22
2025
Q2 		$2.85M Sell
15,597
-99
-0.6% -$15.7K 1.26% 24
2025
Q1 		$2.28M Sell
15,696
-308
-2% -$51.8K 1.01% 26
2024
Q4 		$2.6M Buy
16,004
+290
+2% +$52.6K 1.05% 25
2024
Q3 		$3.17M Buy
15,714
+68
+0.4% +$13.9K 1.32% 25
2024
Q2 		$3.69M Sell
15,646
-74
-0.5% -$15.9K 1.63% 22
2024
Q1 		$3.24M Buy
15,720
+232
+1% +$42.6K 1.46% 24
2023
Q4 		$2.51M Sell
15,488
-476
-3% -$69.9K 1.22% 24
2023
Q3 		$2.21M Buy
15,964
+327
+2% +$46.9K 1.22% 23
2023
Q2 		$2.26M Buy
15,637
+488
+3% +$61.1K 1.26% 21
2023
Q1 		$1.86M Buy
15,149
+248
+2% +$28.5K 1.22% 21
2022
Q4 		$1.45M Sell
14,901
-15,468
-51% -$1.48M 1.06% 22
2022
Q3 		$2.49M Buy
30,369
+26
+0.1% +$2.51K 1.55% 25
2022
Q2 		$2.76M Sell
30,343
-10
-0% -$1.1K 1.64% 25
2022
Q1 		$4M Buy
30,353
+188
+0.6% +$25.9K 1.49% 27
2021
Q4 		$4.75M Buy
30,165
+671
+2% +$97.2K 1.24% 27
2021
Q3 		$3.8M Buy
29,494
+1,041
+4% +$141K 1.03% 32
2021
Q2 		$4.05M Buy
+28,453
New +$3.82M 1.15% 29

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

Eagle Capital Management (Louisiana)'s AMAT Position: Q2 2026 in Review

Eagle Capital Management (Louisiana) reduced its Applied Materials (AMAT) stake by 3.1% in Q2 2026, selling an estimated $290K and leaving 19,932 shares worth $14.4M. The position accounts for 4.92% of the portfolio, ranked #7.

Eagle Capital Management (Louisiana) first reported a position in AMAT in Q2 2021 and has held it in 21 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Eagle Capital Management (Louisiana) held 19,932 shares of Applied Materials worth $14.4M as of Q2 2026.
  • Eagle Capital Management (Louisiana) sold 629 Applied Materials shares in Q2 2026, an estimated $290K.
  • Applied Materials made up 4.92% of Eagle Capital Management (Louisiana)'s portfolio in Q2 2026, its #7 holding.
  • Eagle Capital Management (Louisiana) first reported a position in Applied Materials in Q2 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 Eagle Capital Management (Louisiana)'s 13F filing for Q2 2026, filed 13 Jul 2026.