KCM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kanawha Capital Management's AMAT Position: Q1 2026 in Review

Kanawha Capital Management held its Applied Materials (AMAT) position steady in Q1 2026 at 3,472 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #120.

Kanawha Capital Management first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Kanawha Capital Management held 3,472 shares of Applied Materials worth $1.19M as of Q1 2026.
  • Kanawha Capital Management left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.08% of Kanawha Capital Management's portfolio in Q1 2026, its #120 holding.
  • Kanawha Capital Management first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.