EdgePoint Investment Group’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914M | Buy |
4,991,467
+172,563
| +4% | +$31.6M | 6.91% | 3 |
|
|
2025
Q1 | $699M | Buy |
4,818,904
+904,962
| +23% | +$131M | 5.66% | 7 |
|
|
2024
Q4 | $637M | Buy |
3,913,942
+1,056,787
| +37% | +$172M | 5.03% | 7 |
|
|
2024
Q3 | $577M | Buy |
2,857,155
+2,209,218
| +341% | +$446M | 4.55% | 9 |
|
|
2024
Q2 | $153M | Sell |
647,937
-141,826
| -18% | -$33.5M | 1.29% | 26 |
|
|
2024
Q1 | $163M | Buy |
+789,763
| New | +$163M | 1.3% | 25 |
|