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Insight Holdings Group’s Applied Materials AMAT Stock Holding History

Insight Holdings 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 		$22.8M Sell
31,595
-5,760
-15% -$2.66M 1.74% 13
2026
Q1 		$12.8M Buy
+37,355
New +$12.6M 0.9% 14
2024
Q3 		– Sell
-9,600
Closed -$2.27M – 30
2024
Q2 		$2.27M Buy
9,600
+1,600
+20% +$343K 0.08% 26
2024
Q1 		$1.65M Hold
8,000
– – 0.05% 26
2023
Q4 		$1.3M Buy
8,000
+4,400
+122% +$646K 0.03% 29
2023
Q3 		$498K Buy
+3,600
New +$516K 0.01% 30

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

Insight Holdings Group's AMAT Position: Q2 2026 in Review

Insight Holdings Group reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $2.66M and leaving 31,595 shares worth $22.8M. The position accounts for 1.74% of the portfolio, ranked #13.

Insight Holdings Group first reported a position in AMAT in Q3 2023 and has held it in 6 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Insight Holdings Group held 31,595 shares of Applied Materials worth $22.8M as of Q2 2026.
  • Insight Holdings Group sold 5,760 Applied Materials shares in Q2 2026, an estimated $2.66M.
  • Applied Materials made up 1.74% of Insight Holdings Group's portfolio in Q2 2026, its #13 holding.
  • Insight Holdings Group first reported a position in Applied Materials in Q3 2023 and has held it in 6 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Insight Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.