Findlay Park Partners’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	$103M	Sell	564,400 -20,300	-3%	-$3.72M	1.07%	46
2025 Q1	$84.9M	Buy	584,700 +157,500	+37%	+$22.9M	0.87%	52
2024 Q4	$69.5M	Buy	427,200 +17,600	+4%	+$2.86M	0.69%	53
2024 Q3	$82.8M	Buy	+409,600	New	+$82.8M	0.78%	54