Findlay Park Partners’s Applied Materials AMAT Stock Holding History

Findlay Park Partners’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	$201M	Buy	277,860 +121,060	+77%	+$55.9M	2.71%	11
2026 Q1	$53.6M	Sell	156,800 -18,000	-10%	-$6.05M	0.75%	48
2025 Q4	$44.9M	Sell	174,800 -379,700	-68%	-$91M	0.57%	53
2025 Q3	$114M	Sell	554,500 -9,900	-2%	-$1.8M	1.19%	42
2025 Q2	$103M	Sell	564,400 -20,300	-3%	-$3.22M	1.07%	46
2025 Q1	$84.9M	Buy	584,700 +157,500	+37%	+$26.5M	0.87%	52
2024 Q4	$69.5M	Buy	427,200 +17,600	+4%	+$3.19M	0.69%	53
2024 Q3	$82.8M	Buy	+409,600	New	+$84M	0.78%	54

Other funds holding AMAT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Findlay Park Partners's AMAT Position: Q2 2026 in Review

Findlay Park Partners increased its Applied Materials (AMAT) stake by 77% in Q2 2026, buying an estimated $55.9M and bringing the position to 277,860 shares worth $201M. The position accounts for 2.71% of the portfolio, ranked #11.

Findlay Park Partners first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Findlay Park Partners held 277,860 shares of Applied Materials worth $201M as of Q2 2026.
Findlay Park Partners bought 121,060 Applied Materials shares in Q2 2026, an estimated $55.9M.
Applied Materials made up 2.71% of Findlay Park Partners's portfolio in Q2 2026, its #11 holding.
Findlay Park Partners first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Findlay Park Partners's 13F filing for Q2 2026, filed 12 Aug 2026.