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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Knollwood Investment Advisory's AMAT Position: Q1 2026 in Review

Knollwood Investment Advisory held its Applied Materials (AMAT) position steady in Q1 2026 at 17,890 shares worth $6.11M. The position accounts for 0.62% of the portfolio, ranked #39.

Knollwood Investment Advisory first reported a position in AMAT in Q4 2022 and has held it in 14 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Knollwood Investment Advisory held 17,890 shares of Applied Materials worth $6.11M as of Q1 2026.
Knollwood Investment Advisory left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.62% of Knollwood Investment Advisory's portfolio in Q1 2026, its #39 holding.
Knollwood Investment Advisory first reported a position in Applied Materials in Q4 2022 and has held it in 14 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.