HCM
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Howard Capital Management’s Applied Materials AMAT Stock Holding History

Howard Capital 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 		$16.2M Buy
22,341
+12,544
+128% +$5.79M 0.19% 51
2026
Q1 		$3.35M Sell
9,797
-13,374
-58% -$4.5M 0.05% 93
2025
Q4 		$5.95M Buy
23,171
+517
+2% +$124K 0.08% 74
2025
Q3 		$4.64M Sell
22,654
-2
-0% -$363 0.06% 88
2025
Q2 		$4.15M Sell
22,656
-1,121
-5% -$178K 0.06% 103
2025
Q1 		$3.45M Sell
23,777
-3,642
-13% -$612K 0.09% 95
2024
Q4 		$4.46M Buy
27,419
+789
+3% +$143K 0.07% 78
2024
Q3 		$5.38M Buy
+26,630
New +$5.46M 0.09% 55

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

Howard Capital Management's AMAT Position: Q2 2026 in Review

Howard Capital Management increased its Applied Materials (AMAT) stake by 128% in Q2 2026, buying an estimated $5.79M and bringing the position to 22,341 shares worth $16.2M. The position accounts for 0.19% of the portfolio, ranked #51.

Howard Capital Management first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Howard Capital Management held 22,341 shares of Applied Materials worth $16.2M as of Q2 2026.
  • Howard Capital Management bought 12,544 Applied Materials shares in Q2 2026, an estimated $5.79M.
  • Applied Materials made up 0.19% of Howard Capital Management's portfolio in Q2 2026, its #51 holding.
  • Howard Capital Management first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.