FIM
AMAT icon

FWL Investment Management’s Applied Materials AMAT Stock Holding History

FWL Investment Management’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 		$124K Buy
172
+60
+54% +$27.7K 0.02% 136
2026
Q1 		$38.3K Sell
112
-36
-24% -$12.1K 0.01% 185
2025
Q4 		$38K Buy
148
+36
+32% +$8.63K 0.01% 180
2025
Q3 		$22.9K Hold
112
– – 0.01% 190
2025
Q2 		$20.5K Hold
112
– – 0.01% 198
2025
Q1 		$16.3K Hold
112
– – 0.01% 201
2024
Q4 		$18.2K Hold
112
– – 0.01% 209
2024
Q3 		$22.6K Buy
+112
New +$23K 0.01% 175

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FWL Investment Management's AMAT Position: Q2 2026 in Review

FWL Investment Management increased its Applied Materials (AMAT) stake by 54% in Q2 2026, buying an estimated $27.7K and bringing the position to 172 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #136.

FWL Investment Management first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • FWL Investment Management held 172 shares of Applied Materials worth $124K as of Q2 2026.
  • FWL Investment Management bought 60 Applied Materials shares in Q2 2026, an estimated $27.7K.
  • Applied Materials made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #136 holding.
  • FWL Investment Management first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.