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LaFleur & Godfrey’s Applied Materials AMAT Stock Holding History

LaFleur & Godfrey’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 		$9.37M Sell
12,954
-2,108
-14% -$973K 1.11% 30
2026
Q1 		$5.15M Sell
15,062
-1,847
-11% -$621K 0.64% 47
2025
Q4 		$4.35M Sell
16,909
-426
-2% -$102K 0.53% 49
2025
Q3 		$3.55M Sell
17,335
-458
-3% -$83.1K 0.43% 54
2025
Q2 		$3.26M Sell
17,793
-2,140
-11% -$339K 0.41% 58
2025
Q1 		$2.89M Buy
19,933
+2,687
+16% +$452K 0.39% 63
2024
Q4 		$2.8M Buy
17,246
+2,536
+17% +$460K 0.38% 60
2024
Q3 		$2.97M Buy
14,710
+335
+2% +$68.7K 0.41% 60
2024
Q2 		$3.39M Sell
14,375
-732
-5% -$157K 0.5% 56
2024
Q1 		$3.12M Sell
15,107
-1,755
-10% -$322K 0.46% 61
2023
Q4 		$2.73M Sell
16,862
-1,270
-7% -$187K 0.41% 63
2023
Q3 		$2.51M Sell
18,132
-124
-0.7% -$17.8K 0.4% 59
2023
Q2 		$2.64M Buy
18,256
+95
+0.5% +$11.9K 0.4% 58
2023
Q1 		$2.23M Buy
18,161
+934
+5% +$107K 0.37% 63
2022
Q4 		$1.68M Buy
17,227
+3,825
+29% +$367K 0.28% 72
2022
Q3 		$1.1M Buy
13,402
+607
+5% +$58.5K 0.2% 77
2022
Q2 		$1.16M Sell
12,795
-200
-2% -$21.9K 0.18% 77
2022
Q1 		$1.71M Buy
12,995
+270
+2% +$37.2K 0.23% 72
2021
Q4 		$2M Buy
12,725
+1,660
+15% +$240K 0.26% 72
2021
Q3 		$1.42M Buy
11,065
+75
+0.7% +$10.2K 0.2% 81
2021
Q2 		$1.56M Buy
+10,990
New +$1.47M 0.22% 76

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LaFleur & Godfrey's AMAT Position: Q2 2026 in Review

LaFleur & Godfrey reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $973K and leaving 12,954 shares worth $9.37M. The position accounts for 1.11% of the portfolio, ranked #30.

LaFleur & Godfrey first reported a position in AMAT in Q2 2021 and has held it in 21 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • LaFleur & Godfrey held 12,954 shares of Applied Materials worth $9.37M as of Q2 2026.
  • LaFleur & Godfrey sold 2,108 Applied Materials shares in Q2 2026, an estimated $973K.
  • Applied Materials made up 1.11% of LaFleur & Godfrey's portfolio in Q2 2026, its #30 holding.
  • LaFleur & Godfrey first reported a position in Applied Materials in Q2 2021 and has held it in 21 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.