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J. Goldman & Co’s Applied Materials AMAT Stock Holding History

J. Goldman & Co’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
2021
Q2 		– Sell
-75,000
Closed -$10M – 399
2021
Q1 		$10M Buy
+75,000
New +$8.27M 0.32% 84
2015
Q3 		– Sell
-76,100
Closed -$1.46M – 211
2015
Q2 		$1.46M Sell
76,100
-194,400
-72% -$3.99M 0.09% 178
2015
Q1 		$6.1M Buy
+270,500
New +$6.48M 0.38% 78

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

J. Goldman & Co's AMAT Position: Q2 2026 in Review

J. Goldman & Co increased its Applied Materials (AMAT) stake by 135% in Q2 2026, buying an estimated $1.28M and bringing the position to 4,843 shares worth $3.5M. The position accounts for 0.09% of the portfolio, ranked #259.

J. Goldman & Co first reported a position in AMAT in Q1 2015 and has held it in 17 quarters since. The position peaked at $19.6M in Q2 2024. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • J. Goldman & Co held 4,843 shares of Applied Materials worth $3.5M as of Q2 2026.
  • J. Goldman & Co bought 2,785 Applied Materials shares in Q2 2026, an estimated $1.28M.
  • Applied Materials made up 0.09% of J. Goldman & Co's portfolio in Q2 2026, its #259 holding.
  • J. Goldman & Co first reported a position in Applied Materials in Q1 2015 and has held it in 17 quarters since.
  • J. Goldman & Co's Applied Materials position peaked at $19.6M in Q2 2024.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.