Goelzer Investment Management’s Applied Materials AMAT Stock Holding History

Goelzer 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	$325K	Buy	+450	New	+$208K	0.01%	267
2022 Q4	–	Sell	-3,365	Closed	-$276K	–	238
2022 Q3	$276K	Sell	3,365 -11	-0.3%	-$1.06K	0.03%	208
2022 Q2	$307K	Buy	3,376 +136	+4%	+$14.9K	0.03%	199
2022 Q1	$427K	Hold	3,240	–	–	0.04%	184
2021 Q4	$510K	Hold	3,240	–	–	0.04%	183
2021 Q3	$417K	Hold	3,240	–	–	0.04%	186
2021 Q2	$461K	Buy	+3,240	New	+$435K	0.04%	187
2020 Q3	–	Sell	-3,344	Closed	-$202K	–	248
2020 Q2	$202K	Buy	+3,344	New	+$180K	0.02%	232

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Goelzer Investment Management opened a new position in Applied Materials (AMAT) in Q2 2026: 450 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Goelzer Investment Management previously reported a position in AMAT as recently as Q3 2022.

Goelzer Investment Management first reported a position in AMAT in Q2 2020 and has held it in 8 quarters since. The position peaked at $510K in Q4 2021. 683 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Goelzer Investment Management held 450 shares of Applied Materials worth $325K as of Q2 2026.
Applied Materials was a new Goelzer Investment Management position in Q2 2026.
Applied Materials made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #267 holding.
Goelzer Investment Management first reported a position in Applied Materials in Q2 2020 and has held it in 8 quarters since.
Goelzer Investment Management's Applied Materials position peaked at $510K in Q4 2021.
683 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.