Kowal Investment Group’s Applied Materials AMAT Stock Holding History

Kowal Investment Group’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
2024 Q3	$983K	Buy	4,867 +877	+22%	+$180K	0.18%	79
2024 Q2	$942K	Buy	3,990 +951	+31%	+$204K	0.19%	72
2024 Q1	$627K	Buy	3,039 +175	+6%	+$32.1K	0.14%	88
2023 Q4	$464K	Buy	2,864 +498	+21%	+$73.2K	0.11%	93
2023 Q3	$328K	Buy	2,366 +484	+26%	+$69.4K	0.09%	105
2023 Q2	$272K	Buy	+1,882	New	+$236K	0.07%	127
2021 Q4	–	Sell	-805	Closed	-$104K	–	143
2021 Q3	$104K	Buy	+805	New	+$109K	0.03%	146

Other funds holding AMAT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kowal Investment Group's AMAT Position: Q3 2024 in Review

Kowal Investment Group increased its Applied Materials (AMAT) stake by 22% in Q3 2024, buying an estimated $180K and bringing the position to 4,867 shares worth $983K. The position accounts for 0.18% of the portfolio, ranked #79.

Kowal Investment Group first reported a position in AMAT in Q3 2021 and has held it in 7 quarters since. 2,202 funds tracked by Wall St. Rank hold AMAT as of Q3 2024.

Kowal Investment Group held 4,867 shares of Applied Materials worth $983K as of Q3 2024.
Kowal Investment Group bought 877 Applied Materials shares in Q3 2024, an estimated $180K.
Applied Materials made up 0.18% of Kowal Investment Group's portfolio in Q3 2024, its #79 holding.
Kowal Investment Group first reported a position in Applied Materials in Q3 2021 and has held it in 7 quarters since.
2,202 funds tracked by Wall St. Rank held Applied Materials as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.