L.M. Kohn & Company’s Applied Materials AMAT Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-4,592	Closed	-$841K	–	128
2025 Q2	$841K	Sell	4,592 -14	-0.3%	-$2.22K	0.23%	86
2025 Q1	$668K	Sell	4,606 -256	-5%	-$43K	0.17%	124
2024 Q4	$791K	Sell	4,862 -251	-5%	-$45.5K	0.2%	102
2024 Q3	$1.03M	Buy	5,113 +10	+0.2%	+$2.05K	0.26%	81
2024 Q2	$1.2M	Buy	5,103 +248	+5%	+$53.2K	0.33%	60
2024 Q1	$1M	Buy	4,855 +15	+0.3%	+$2.75K	0.28%	74
2023 Q4	$784K	Sell	4,840 -75	-2%	-$11K	0.25%	84
2023 Q3	$680K	Buy	4,915 +2,247	+84%	+$322K	0.25%	88
2023 Q2	$386K	Sell	2,668 -2,301	-46%	-$288K	0.15%	139
2023 Q1	$610K	Hold	4,969	–	–	0.25%	92
2022 Q4	$484K	Sell	4,969 -54	-1%	-$5.18K	0.23%	112
2022 Q3	$412K	Buy	5,023 +14	+0.3%	+$1.35K	0.2%	122
2022 Q2	$456K	Hold	5,009	–	–	0.21%	118
2022 Q1	$661K	Buy	+5,009	New	+$690K	0.25%	97

Other funds holding AMAT

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

L.M. Kohn & Company's AMAT Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Applied Materials (AMAT) in Q3 2025, closing a stake of 4,592 shares — an estimated $841K sold.

L.M. Kohn & Company first reported a position in AMAT in Q1 2022 and held it in 14 quarters. The position peaked at $1.2M in Q2 2024. 2,353 funds tracked by Wall St. Rank hold AMAT as of Q3 2025.

L.M. Kohn & Company reported no remaining Applied Materials position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,592 Applied Materials shares in Q3 2025, an estimated $841K.
L.M. Kohn & Company first reported a position in Applied Materials in Q1 2022 and held it in 14 quarters.
L.M. Kohn & Company's Applied Materials position peaked at $1.2M in Q2 2024.
2,353 funds tracked by Wall St. Rank held Applied Materials as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.