General American Investors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.1M | Sell |
25,052
-16,600
| -40% | -$7.66M | 1.07% | 32 |
|
|
2026
Q1 | $14.2M | Hold |
41,652
| – | – | 0.94% | 38 |
|
|
2025
Q4 | $10.7M | Hold |
41,652
| – | – | 0.6% | 49 |
|
|
2025
Q3 | $8.53M | Hold |
41,652
| – | – | 0.49% | 53 |
|
|
2025
Q2 | $7.63M | Sell |
41,652
-30,000
| -42% | -$4.75M | 0.49% | 54 |
|
|
2025
Q1 | $10.4M | Buy |
71,652
+10,000
| +16% | +$1.68M | 0.76% | 40 |
|
|
2024
Q4 | $10M | Hold |
61,652
| – | – | 0.7% | 45 |
|
|
2024
Q3 | $12.5M | Hold |
61,652
| – | – | 0.86% | 42 |
|
|
2024
Q2 | $14.5M | Hold |
61,652
| – | – | 1.01% | 31 |
|
|
2024
Q1 | $12.7M | Hold |
61,652
| – | – | 0.91% | 34 |
|
|
2023
Q4 | $9.99M | Hold |
61,652
| – | – | 0.79% | 40 |
|
|
2023
Q3 | $8.54M | Hold |
61,652
| – | – | 0.76% | 41 |
|
|
2023
Q2 | $8.91M | Hold |
61,652
| – | – | 0.78% | 40 |
|
|
2023
Q1 | $7.57M | Hold |
61,652
| – | – | 0.72% | 44 |
|
|
2022
Q4 | $6M | Sell |
61,652
-40,000
| -39% | -$3.84M | 0.59% | 44 |
|
|
2022
Q3 | $8.33M | Hold |
101,652
| – | – | 0.87% | 39 |
|
|
2022
Q2 | $9.25M | Sell |
101,652
-20,000
| -16% | -$2.19M | 0.93% | 35 |
|
|
2022
Q1 | $16M | Hold |
121,652
| – | – | 1.31% | 29 |
|
|
2021
Q4 | $19.1M | Sell |
121,652
-10,000
| -8% | -$1.45M | 1.5% | 21 |
|
|
2021
Q3 | $16.9M | Hold |
131,652
| – | – | 1.44% | 22 |
|
|
2021
Q2 | $18.7M | Sell |
131,652
-10,000
| -7% | -$1.34M | 1.57% | 21 |
|
|
2021
Q1 | $18.9M | Hold |
141,652
| – | – | 1.77% | 19 |
|
|
2020
Q4 | $12.2M | Hold |
141,652
| – | – | 1.21% | 30 |
|
|
2020
Q3 | $8.42M | Buy |
141,652
+30,000
| +27% | +$1.85M | 0.97% | 33 |
|
|
2020
Q2 | $6.75M | Sell |
111,652
-7,000
| -6% | -$378K | 0.86% | 35 |
|
|
2020
Q1 | $5.44M | Sell |
118,652
-35,000
| -23% | -$2.01M | 0.74% | 37 |
|
|
2019
Q4 | $9.38M | Hold |
153,652
| – | – | 0.86% | 40 |
|
|
2019
Q3 | $7.67M | Hold |
153,652
| – | – | 0.76% | 42 |
|
|
2019
Q2 | $6.9M | Sell |
153,652
-50,000
| -25% | -$2.11M | 0.65% | 50 |
|
|
2019
Q1 | $8.08M | Hold |
203,652
| – | – | 0.8% | 48 |
|
|
2018
Q4 | $6.67M | Hold |
203,652
| – | – | 0.7% | 49 |
|
|
2018
Q3 | $7.87M | Sell |
203,652
-6,104
| -3% | -$270K | 0.68% | 53 |
|
|
2018
Q2 | $9.69M | Sell |
209,756
-40,000
| -16% | -$2.06M | 0.88% | 51 |
|
|
2018
Q1 | $13.9M | Buy |
249,756
+10,000
| +4% | +$557K | 1.32% | 30 |
|
|
2017
Q4 | $12.3M | Sell |
239,756
-20,244
| -8% | -$1.1M | 1.19% | 35 |
|
|
2017
Q3 | $13.5M | Hold |
260,000
| – | – | 1.29% | 37 |
|
|
2017
Q2 | $10.7M | Buy |
260,000
+10,000
| +4% | +$425K | 1.09% | 39 |
|
|
2017
Q1 | $9.72M | Sell |
250,000
-50,000
| -17% | -$1.8M | 0.95% | 45 |
|
|
2016
Q4 | $9.68M | Buy |
+300,000
| New | +$9.13M | 0.98% | 42 |
|
Other funds holding AMAT
General American Investors's AMAT Position: Q2 2026 in Review
General American Investors reduced its Applied Materials (AMAT) stake by 40% in Q2 2026, selling an estimated $7.66M and leaving 25,052 shares worth $18.1M. The position accounts for 1.07% of the portfolio, ranked #32.
General American Investors first reported a position in AMAT in Q4 2016 and has held it in 39 quarters since. The position peaked at $19.1M in Q4 2021. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- General American Investors held 25,052 shares of Applied Materials worth $18.1M as of Q2 2026.
- General American Investors sold 16,600 Applied Materials shares in Q2 2026, an estimated $7.66M.
- Applied Materials made up 1.07% of General American Investors's portfolio in Q2 2026, its #32 holding.
- General American Investors first reported a position in Applied Materials in Q4 2016 and has held it in 39 quarters since.
- General American Investors's Applied Materials position peaked at $19.1M in Q4 2021.
- 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.