Knollwood Investment Advisory’s Applied Materials AMAT Stock Holding History

Knollwood Investment Advisory’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	$13.1M	Buy	18,067 +177	+1%	+$81.7K	1.16%	22
2026 Q1	$6.11M	Hold	17,890	–	–	0.62%	39
2025 Q4	$4.6M	Hold	17,890	–	–	0.43%	50
2025 Q3	$3.66M	Sell	17,890 -58	-0.3%	-$10.5K	0.33%	68
2025 Q2	$3.29M	Hold	17,948	–	–	0.32%	71
2025 Q1	$2.6M	Hold	17,948	–	–	0.29%	88
2024 Q4	$2.92M	Hold	17,948	–	–	0.31%	75
2024 Q3	$3.63M	Hold	17,948	–	–	0.39%	61
2024 Q2	$4.24M	Buy	17,948 +414	+2%	+$88.9K	0.47%	48
2024 Q1	$3.62M	Hold	17,534	–	–	0.65%	35
2023 Q4	$2.84M	Hold	17,534	–	–	0.59%	40
2023 Q3	$2.43M	Hold	17,534	–	–	1.13%	30
2023 Q2	$2.53M	Hold	17,534	–	–	0.85%	36
2023 Q1	$2.15M	Hold	17,534	–	–	0.42%	46
2022 Q4	$1.71M	Buy	+17,534	New	+$1.68M	0.67%	43

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's AMAT Position: Q2 2026 in Review

Knollwood Investment Advisory increased its Applied Materials (AMAT) stake by 0.99% in Q2 2026, buying an estimated $81.7K and bringing the position to 18,067 shares worth $13.1M. The position accounts for 1.16% of the portfolio, ranked #22.

Knollwood Investment Advisory first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 3,515 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Knollwood Investment Advisory held 18,067 shares of Applied Materials worth $13.1M as of Q2 2026.
Knollwood Investment Advisory bought 177 Applied Materials shares in Q2 2026, an estimated $81.7K.
Applied Materials made up 1.16% of Knollwood Investment Advisory's portfolio in Q2 2026, its #22 holding.
Knollwood Investment Advisory first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
3,515 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.