Impax Asset Management Group’s Applied Materials AMAT Stock Holding History

Impax Asset Management 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	$176M	Sell	242,832 -16,770	-6%	-$7.74M	1.14%	24
2026 Q1	$88.7M	Sell	259,602 -594,927	-70%	-$200M	0.62%	46
2025 Q4	$220M	Sell	854,529 -225,303	-21%	-$54M	1.37%	20
2025 Q3	$221M	Sell	1,079,832 -259,525	-19%	-$47.1M	1.29%	22
2025 Q2	$244M	Sell	1,339,357 -256,289	-16%	-$40.6M	1.41%	19
2025 Q1	$231M	Sell	1,595,646 -1,021,732	-39%	-$172M	1.39%	18
2024 Q4	$425M	Buy	2,617,378 +66,275	+3%	+$12M	1.92%	11
2024 Q3	$515M	Sell	2,551,103 -21,647	-0.8%	-$4.44M	2.03%	7
2024 Q2	$606M	Sell	2,572,750 -143,071	-5%	-$30.7M	2.47%	5
2024 Q1	$559M	Buy	2,715,821 +110,870	+4%	+$20.3M	2.14%	7
2023 Q4	$422M	Buy	2,604,951 +58,279	+2%	+$8.56M	1.69%	11
2023 Q3	$352M	Sell	2,546,672 -302,098	-11%	-$43.3M	1.57%	12
2023 Q2	$411M	Buy	2,848,770 +135,343	+5%	+$16.9M	1.65%	13
2023 Q1	$333M	Sell	2,713,427 -1,258,759	-32%	-$145M	1.39%	18
2022 Q4	$386M	Buy	3,972,186 +451,540	+13%	+$43.3M	1.73%	11
2022 Q3	$288M	Buy	3,520,646 +201,688	+6%	+$19.4M	1.48%	15
2022 Q2	$302M	Buy	3,318,958 +347,085	+12%	+$38.1M	1.47%	17
2022 Q1	$392M	Buy	2,971,873 +2,715,914	+1,061%	+$374M	1.62%	13
2021 Q4	$40.3M	Sell	255,959 -56,248	-18%	-$8.15M	0.15%	97
2021 Q3	$40.2M	Sell	312,207 -2,100	-0.7%	-$285K	0.17%	95
2021 Q2	$44.8M	Hold	314,307	–	–	0.2%	86
2021 Q1	$42M	Sell	314,307 -27,547	-8%	-$3.04M	0.21%	78
2020 Q4	$29.5M	Sell	341,854 -24,195	-7%	-$1.79M	0.19%	77
2020 Q3	$21.8M	Buy	366,049 +66,407	+22%	+$4.1M	0.19%	86
2020 Q2	$18.1M	Sell	299,642 -30,100	-9%	-$1.62M	0.19%	89
2020 Q1	$15.1M	Buy	329,742 +33,900	+11%	+$1.95M	0.2%	91
2019 Q4	$18.1M	Hold	295,842	–	–	0.2%	88
2019 Q3	$14.8M	Buy	295,842 +17,800	+6%	+$859K	0.19%	90
2019 Q2	$12.5M	Buy	278,042 +84,600	+44%	+$3.56M	0.16%	97
2019 Q1	$7.67M	Buy	+193,442	New	+$7.35M	0.11%	131

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 $3.38T AUM 44.17% 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

Impax Asset Management Group's AMAT Position: Q2 2026 in Review

Impax Asset Management Group reduced its Applied Materials (AMAT) stake by 6.5% in Q2 2026, selling an estimated $7.74M and leaving 242,832 shares worth $176M. The position accounts for 1.14% of the portfolio, ranked #24.

Impax Asset Management Group first reported a position in AMAT in Q1 2019 and has held it in 30 quarters since. The position peaked at $606M in Q2 2024. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Impax Asset Management Group held 242,832 shares of Applied Materials worth $176M as of Q2 2026.
Impax Asset Management Group sold 16,770 Applied Materials shares in Q2 2026, an estimated $7.74M.
Applied Materials made up 1.14% of Impax Asset Management Group's portfolio in Q2 2026, its #24 holding.
Impax Asset Management Group first reported a position in Applied Materials in Q1 2019 and has held it in 30 quarters since.
Impax Asset Management Group's Applied Materials position peaked at $606M in Q2 2024.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.