Kanawha Capital Management’s Applied Materials AMAT Stock Holding History

Kanawha 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	$2.82M	Buy	3,896 +424	+12%	+$196K	0.18%	83
2026 Q1	$1.19M	Hold	3,472	–	–	0.08%	120
2025 Q4	$892K	Buy	3,472 +18	+0.5%	+$4.32K	0.06%	134
2025 Q3	$707K	Hold	3,454	–	–	0.05%	140
2025 Q2	$632K	Hold	3,454	–	–	0.05%	144
2025 Q1	$501K	Hold	3,454	–	–	0.04%	152
2024 Q4	$562K	Sell	3,454 -61	-2%	-$11.1K	0.04%	149
2024 Q3	$710K	Sell	3,515 -31	-0.9%	-$6.36K	0.05%	143
2024 Q2	$837K	Buy	3,546 +519	+17%	+$111K	0.07%	134
2024 Q1	$624K	Buy	3,027 +61	+2%	+$11.2K	0.05%	144
2023 Q4	$481K	Sell	2,966 -150	-5%	-$22K	0.04%	152
2023 Q3	$431K	Buy	3,116 +61	+2%	+$8.75K	0.04%	154
2023 Q2	$442K	Sell	3,055 -100	-3%	-$12.5K	0.04%	153
2023 Q1	$388K	Sell	3,155 -300	-9%	-$34.5K	0.04%	158
2022 Q4	$336K	Buy	3,455 +654	+23%	+$62.8K	0.03%	171
2022 Q3	$229K	Sell	2,801 -334	-11%	-$32.2K	0.03%	187
2022 Q2	$285K	Hold	3,135	–	–	0.03%	173
2022 Q1	$413K	Sell	3,135 -22	-0.7%	-$3.03K	0.04%	154
2021 Q4	$497K	Hold	3,157	–	–	0.04%	147
2021 Q3	$406K	Buy	3,157 +7	+0.2%	+$950	0.04%	156
2021 Q2	$449K	Hold	3,150	–	–	0.04%	153
2021 Q1	$421K	Buy	3,150 +103	+3%	+$11.4K	0.04%	152
2020 Q4	$263K	Buy	+3,047	New	+$225K	0.03%	183

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 $3.37T AUM 44.26% 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

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

Kanawha Capital Management increased its Applied Materials (AMAT) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 3,896 shares worth $2.82M. The position accounts for 0.18% of the portfolio, ranked #83.

Kanawha Capital Management first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Kanawha Capital Management held 3,896 shares of Applied Materials worth $2.82M as of Q2 2026.
Kanawha Capital Management bought 424 Applied Materials shares in Q2 2026, an estimated $196K.
Applied Materials made up 0.18% of Kanawha Capital Management's portfolio in Q2 2026, its #83 holding.
Kanawha Capital Management first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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