HL
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Harding Loevner’s Applied Materials AMAT Stock Holding History

Harding Loevner’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 		$312K Buy
+432
New +$199K ﹤0.01% 79
2026
Q1 		– Sell
-809
Closed -$208K – 74
2025
Q4 		$208K Buy
+809
New +$194K ﹤0.01% 75
2025
Q3 		– Sell
-712,217
Closed -$130M – 72
2025
Q2 		$130M Buy
712,217
+9,037
+1% +$1.43M 0.88% 37
2025
Q1 		$102M Sell
703,180
-132,930
-16% -$22.4M 0.78% 40
2024
Q4 		$136M Sell
836,110
-161,931
-16% -$29.3M 0.92% 39
2024
Q3 		$202M Buy
998,041
+4,312
+0.4% +$884K 1.16% 35
2024
Q2 		$234M Sell
993,729
-31,249
-3% -$6.71M 1.29% 29
2024
Q1 		$211M Buy
1,024,978
+93,367
+10% +$17.1M 1.3% 31
2023
Q4 		$151M Sell
931,611
-13,563
-1% -$1.99M 0.85% 47
2023
Q3 		$131M Sell
945,174
-130,465
-12% -$18.7M 0.86% 46
2023
Q2 		$155M Sell
1,075,639
-204,570
-16% -$25.6M 0.91% 47
2023
Q1 		$157M Sell
1,280,209
-595,852
-32% -$68.4M 0.9% 49
2022
Q4 		$183M Buy
1,876,061
+197,315
+12% +$18.9M 1.05% 35
2022
Q3 		$138M Sell
1,678,746
-96,001
-5% -$9.26M 0.9% 44
2022
Q2 		$161M Sell
1,774,747
-48,882
-3% -$5.36M 1% 36
2022
Q1 		$195M Sell
1,823,629
-127,989
-7% -$17.6M 1.07% 32
2021
Q4 		$307M Buy
1,951,618
+356,223
+22% +$51.6M 1.18% 33
2021
Q3 		$205M Buy
+1,595,395
New +$217M 0.82% 45

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 $3.37T AUM 44.26% 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

Harding Loevner's AMAT Position: Q2 2026 in Review

Harding Loevner opened a new position in Applied Materials (AMAT) in Q2 2026: 432 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #79 among its holdings. This is a return to the name: Harding Loevner previously reported a position in AMAT as recently as Q4 2025.

Harding Loevner first reported a position in AMAT in Q3 2021 and has held it in 18 quarters since. The position peaked at $307M in Q4 2021. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Harding Loevner held 432 shares of Applied Materials worth $312K as of Q2 2026.
  • Applied Materials was a new Harding Loevner position in Q2 2026.
  • Applied Materials made up ﹤0.01% of Harding Loevner's portfolio in Q2 2026, its #79 holding.
  • Harding Loevner first reported a position in Applied Materials in Q3 2021 and has held it in 18 quarters since.
  • Harding Loevner's Applied Materials position peaked at $307M in Q4 2021.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Harding Loevner's 13F filing for Q2 2026, filed 14 Aug 2026.