L. Roy Papp & Associates’s Applied Materials AMAT Stock Holding History

L. Roy Papp & Associates’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	$907K	Sell	1,255 -150	-11%	-$69.2K	0.1%	100
2026 Q1	$480K	Sell	1,405 -565	-29%	-$190K	0.06%	130
2025 Q4	$506K	Sell	1,970 -162	-8%	-$38.8K	0.06%	130
2025 Q3	$437K	Buy	2,132 +100	+5%	+$18.1K	0.05%	138
2025 Q2	$372K	Hold	2,032	–	–	0.04%	143
2025 Q1	$295K	Buy	2,032 +662	+48%	+$111K	0.04%	148
2024 Q4	$223K	Sell	1,370 -145	-10%	-$26.3K	0.03%	172
2024 Q3	$306K	Hold	1,515	–	–	0.04%	147
2024 Q2	$358K	Hold	1,515	–	–	0.04%	137
2024 Q1	$312K	Sell	1,515 -50	-3%	-$9.17K	0.04%	145
2023 Q4	$254K	Sell	1,565 -50	-3%	-$7.35K	0.03%	156
2023 Q3	$224K	Hold	1,615	–	–	0.03%	158
2023 Q2	$233K	Buy	+1,615	New	+$202K	0.03%	162

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

L. Roy Papp & Associates's AMAT Position: Q2 2026 in Review

L. Roy Papp & Associates reduced its Applied Materials (AMAT) stake by 11% in Q2 2026, selling an estimated $69.2K and leaving 1,255 shares worth $907K. The position accounts for 0.1% of the portfolio, ranked #100.

L. Roy Papp & Associates first reported a position in AMAT in Q2 2023 and has held it in 13 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

L. Roy Papp & Associates held 1,255 shares of Applied Materials worth $907K as of Q2 2026.
L. Roy Papp & Associates sold 150 Applied Materials shares in Q2 2026, an estimated $69.2K.
Applied Materials made up 0.1% of L. Roy Papp & Associates's portfolio in Q2 2026, its #100 holding.
L. Roy Papp & Associates first reported a position in Applied Materials in Q2 2023 and has held it in 13 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.