Hamilton Point Investment Advisors’s Applied Materials AMAT Stock Holding History

Hamilton Point Investment Advisors’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	$534K	Hold	739	–	–	0.08%	103
2026 Q1	$253K	Buy	+739	New	+$249K	0.04%	124
2024 Q1	–	Sell	-1,797	Closed	-$292K	–	150
2023 Q4	$292K	Hold	1,797	–	–	0.06%	111
2023 Q3	$249K	Hold	1,797	–	–	0.06%	107
2023 Q2	$260K	Hold	1,797	–	–	0.06%	107
2023 Q1	$221K	Buy	+1,797	New	+$206K	0.05%	111
2018 Q4	–	Sell	-54,977	Closed	-$2.13M	–	73
2018 Q3	$2.13M	Buy	54,977 +160	+0.3%	+$7.08K	0.99%	45
2018 Q2	$2.53M	Buy	54,817 +950	+2%	+$49K	1.26%	37
2018 Q1	$3M	Buy	53,867 +2,027	+4%	+$113K	1.52%	30
2017 Q4	$2.65M	Buy	51,840 +2,225	+4%	+$121K	1.39%	37
2017 Q3	$2.58M	Buy	+49,615	New	+$2.24M	1.4%	31

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

Hamilton Point Investment Advisors's AMAT Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Applied Materials (AMAT) position steady in Q2 2026 at 739 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #103.

Hamilton Point Investment Advisors first reported a position in AMAT in Q3 2017 and has held it in 11 quarters since. The position peaked at $3M in Q1 2018. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Hamilton Point Investment Advisors held 739 shares of Applied Materials worth $534K as of Q2 2026.
Hamilton Point Investment Advisors left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.08% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #103 holding.
Hamilton Point Investment Advisors first reported a position in Applied Materials in Q3 2017 and has held it in 11 quarters since.
Hamilton Point Investment Advisors's Applied Materials position peaked at $3M in Q1 2018.
3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.