Impact Capital Partners’s Applied Materials AMAT Stock Holding History

Impact Capital Partners’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 Q3	$1.38M	Buy	2,698 +462	+21%	+$235K	0.38%	61
2026 Q2	$1.62M	Sell	2,236 -108	-5%	-$49.8K	0.44%	54
2026 Q1	$801K	Buy	2,344 +372	+19%	+$125K	0.24%	86
2025 Q4	$507K	Sell	1,972 -39	-2%	-$9.35K	0.15%	138
2025 Q3	$412K	Sell	2,011 -165	-8%	-$29.9K	0.12%	164
2025 Q2	$398K	Sell	2,176 -231	-10%	-$36.6K	0.13%	166
2025 Q1	$349K	Sell	2,407 -542	-18%	-$91.1K	0.13%	182
2024 Q4	$480K	Buy	+2,949	New	+$534K	0.17%	142

Other funds holding AMAT

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Impact Capital Partners's AMAT Position: Q3 2026 in Review

Impact Capital Partners increased its Applied Materials (AMAT) stake by 21% in Q3 2026, buying an estimated $235K and bringing the position to 2,698 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #61.

Impact Capital Partners first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q2 2026. 953 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Impact Capital Partners held 2,698 shares of Applied Materials worth $1.38M as of Q3 2026.
Impact Capital Partners bought 462 Applied Materials shares in Q3 2026, an estimated $235K.
Applied Materials made up 0.38% of Impact Capital Partners's portfolio in Q3 2026, its #61 holding.
Impact Capital Partners first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
Impact Capital Partners's Applied Materials position peaked at $1.62M in Q2 2026.
953 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.