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Harvest Portfolios Group’s Applied Materials AMAT Stock Holding History

Harvest Portfolios Group’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 		$50.8M Sell
70,301
-6,652
-9% -$3.07M 0.72% 45
2026
Q1 		$26.3M Sell
76,953
-44,219
-36% -$14.9M 0.43% 62
2025
Q4 		$31.1M Sell
121,172
-23,421
-16% -$5.61M 0.54% 47
2025
Q3 		$29.6M Sell
144,593
-7,756
-5% -$1.41M 0.55% 44
2025
Q2 		$27.9M Buy
152,349
+8,846
+6% +$1.4M 0.65% 48
2025
Q1 		$20.8M Buy
143,503
+3,510
+3% +$590K 0.62% 51
2024
Q4 		$22.8M Buy
139,993
+26,254
+23% +$4.76M 0.76% 45
2024
Q3 		$23M Buy
113,739
+2,510
+2% +$515K 0.76% 44
2024
Q2 		$26.2M Sell
111,229
-5,176
-4% -$1.11M 1% 31
2024
Q1 		$24M Sell
116,405
-14,153
-11% -$2.6M 0.94% 34
2023
Q4 		$21.2M Sell
130,558
-2,503
-2% -$368K 0.9% 37
2023
Q3 		$18.4M Buy
+133,061
New +$19.1M 0.87% 39

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

Harvest Portfolios Group's AMAT Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Applied Materials (AMAT) stake by 8.6% in Q2 2026, selling an estimated $3.07M and leaving 70,301 shares worth $50.8M. The position accounts for 0.72% of the portfolio, ranked #45.

Harvest Portfolios Group first reported a position in AMAT in Q3 2023 and has held it in 12 quarters since. 3,516 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Harvest Portfolios Group held 70,301 shares of Applied Materials worth $50.8M as of Q2 2026.
  • Harvest Portfolios Group sold 6,652 Applied Materials shares in Q2 2026, an estimated $3.07M.
  • Applied Materials made up 0.72% of Harvest Portfolios Group's portfolio in Q2 2026, its #45 holding.
  • Harvest Portfolios Group first reported a position in Applied Materials in Q3 2023 and has held it in 12 quarters since.
  • 3,516 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.