F/M Investments’s Applied Industrial Technologies AIT Stock Holding History

F/M Investments’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	3,146 +1,178	+60%	+$361K	0.05%	179
2026 Q1	$522K	Sell	1,968 -40,756	-95%	-$11.1M	0.03%	228
2025 Q4	$11M	Sell	42,724 -5,165	-11%	-$1.32M	0.42%	48
2025 Q3	$12.5M	Sell	47,889 -3,934	-8%	-$1.03M	0.48%	43
2025 Q2	$12M	Buy	51,823 +22,060	+74%	+$5.02M	0.44%	44
2025 Q1	$6.71M	Sell	29,763 -514	-2%	-$127K	0.27%	76
2024 Q4	$7.25M	Sell	30,277 -47,813	-61%	-$11.9M	0.27%	77
2024 Q3	$17.4M	Sell	78,090 -2,359	-3%	-$481K	0.55%	39
2024 Q2	$15.7M	Buy	+80,449	New	+$15.3M	0.57%	36

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

F/M Investments's AIT Position: Q2 2026 in Review

F/M Investments increased its Applied Industrial Technologies (AIT) stake by 60% in Q2 2026, buying an estimated $361K and bringing the position to 3,146 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #179.

F/M Investments first reported a position in AIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.4M in Q3 2024. 620 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

F/M Investments held 3,146 shares of Applied Industrial Technologies worth $1.06M as of Q2 2026.
F/M Investments bought 1,178 Applied Industrial Technologies shares in Q2 2026, an estimated $361K.
Applied Industrial Technologies made up 0.05% of F/M Investments's portfolio in Q2 2026, its #179 holding.
F/M Investments first reported a position in Applied Industrial Technologies in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Applied Industrial Technologies position peaked at $17.4M in Q3 2024.
620 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.