KCM Investment Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.9M | Sell |
43,545
-1,005
| -2% | -$338K | 0.49% | 47 |
|
|
2025
Q4 | $11.4M | Sell |
44,550
-1,167
| -3% | -$280K | 0.37% | 56 |
|
|
2025
Q3 | $9.36M | Sell |
45,717
-39
| -0.1% | -$7.08K | 0.3% | 63 |
|
|
2025
Q2 | $8.38M | Sell |
45,756
-148
| -0.3% | -$23.5K | 0.28% | 66 |
|
|
2025
Q1 | $6.66M | Sell |
45,904
-1,190
| -3% | -$200K | 0.24% | 76 |
|
|
2024
Q4 | $7.66M | Sell |
47,094
-1,406
| -3% | -$255K | 0.26% | 68 |
|
|
2024
Q3 | $9.8M | Sell |
48,500
-410
| -0.8% | -$84.1K | 0.33% | 66 |
|
|
2024
Q2 | $11.5M | Sell |
48,910
-423
| -0.9% | -$90.8K | 0.41% | 56 |
|
|
2024
Q1 | $10.2M | Buy |
49,333
+993
| +2% | +$182K | 0.38% | 63 |
|
|
2023
Q4 | $7.83M | Sell |
48,340
-920
| -2% | -$135K | 0.31% | 73 |
|
|
2023
Q3 | $6.82M | Sell |
49,260
-2,108
| -4% | -$302K | 0.29% | 74 |
|
|
2023
Q2 | $7.42M | Sell |
51,368
-4,433
| -8% | -$555K | 0.3% | 75 |
|
|
2023
Q1 | $6.85M | Sell |
55,801
-3,095
| -5% | -$355K | 0.28% | 86 |
|
|
2022
Q4 | $5.74M | Sell |
58,896
-29,849
| -34% | -$2.86M | 0.25% | 91 |
|
|
2022
Q3 | $7.27M | Sell |
88,745
-10,686
| -11% | -$1.03M | 0.34% | 73 |
|
|
2022
Q2 | $9.05M | Sell |
99,431
-1,642
| -2% | -$180K | 0.39% | 63 |
|
|
2022
Q1 | $13.3M | Buy |
101,073
+18,818
| +23% | +$2.59M | 0.49% | 58 |
|
|
2021
Q4 | $12.9M | Buy |
82,255
+20,300
| +33% | +$2.94M | 0.45% | 56 |
|
|
2021
Q3 | $7.98M | Buy |
61,955
+28,570
| +86% | +$3.88M | 0.32% | 72 |
|
|
2021
Q2 | $4.75M | Buy |
33,385
+12,257
| +58% | +$1.64M | 0.19% | 101 |
|
|
2021
Q1 | $2.82M | Buy |
21,128
+1,694
| +9% | +$187K | 0.13% | 126 |
|
|
2020
Q4 | $1.68M | Buy |
19,434
+2,845
| +17% | +$210K | 0.08% | 156 |
|
|
2020
Q3 | $986K | Buy |
16,589
+1,936
| +13% | +$120K | 0.05% | 172 |
|
|
2020
Q2 | $886K | Sell |
14,653
-699
| -5% | -$37.7K | 0.05% | 187 |
|
|
2020
Q1 | $703K | Buy |
15,352
+5,458
| +55% | +$314K | 0.05% | 186 |
|
|
2019
Q4 | $604K | Buy |
9,894
+201
| +2% | +$11.3K | 0.03% | 220 |
|
|
2019
Q3 | $484K | Buy |
9,693
+500
| +5% | +$24.1K | 0.03% | 241 |
|
|
2019
Q2 | $413K | Buy |
9,193
+560
| +6% | +$23.6K | 0.02% | 249 |
|
|
2019
Q1 | $342K | Buy |
8,633
+650
| +8% | +$24.7K | 0.02% | 262 |
|
|
2018
Q4 | $261K | Buy |
7,983
+2,057
| +35% | +$70.5K | 0.02% | 429 |
|
|
2018
Q3 | $229K | Buy |
5,926
+55
| +0.9% | +$2.43K | 0.01% | 479 |
|
|
2018
Q2 | $271K | Buy |
5,871
+440
| +8% | +$22.7K | 0.02% | 451 |
|
|
2018
Q1 | $302K | Sell |
5,431
-250
| -4% | -$13.9K | 0.02% | 436 |
|
|
2017
Q4 | $290K | Sell |
5,681
-391
| -6% | -$21.2K | 0.02% | 441 |
|
|
2017
Q3 | $316K | Buy |
+6,072
| New | +$275K | 0.02% | 420 |
|
Other funds holding AMAT
VCM
VPM
KCM Investment Advisors's AMAT Position: Q1 2026 in Review
KCM Investment Advisors reduced its Applied Materials (AMAT) stake by 2.3% in Q1 2026, selling an estimated $338K and leaving 43,545 shares worth $14.9M. The position accounts for 0.49% of the portfolio, ranked #47.
KCM Investment Advisors first reported a position in AMAT in Q3 2017 and has held it in 35 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- KCM Investment Advisors held 43,545 shares of Applied Materials worth $14.9M as of Q1 2026.
- KCM Investment Advisors sold 1,005 Applied Materials shares in Q1 2026, an estimated $338K.
- Applied Materials made up 0.49% of KCM Investment Advisors's portfolio in Q1 2026, its #47 holding.
- KCM Investment Advisors first reported a position in Applied Materials in Q3 2017 and has held it in 35 quarters since.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.