Lewis Asset Management’s Applied Materials AMAT Stock Holding History

Lewis Asset Management’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 Q3	$1.28M	Hold	2,500	–	–	0.44%	59
2026 Q2	$1.81M	Sell	2,500 -75	-3%	-$34.6K	0.63%	39
2026 Q1	$880K	Buy	2,575 +1	+0%	+$336	0.36%	69
2025 Q4	$662K	Hold	2,574	–	–	0.27%	92
2025 Q3	$527K	Hold	2,574	–	–	0.22%	102
2025 Q2	$471K	Buy	2,574 +786	+44%	+$125K	0.22%	107
2025 Q1	$259K	Buy	1,788 +37	+2%	+$6.22K	0.21%	107
2024 Q4	$285K	Hold	1,751	–	–	0.22%	104
2024 Q3	$354K	Buy	1,751 +229	+15%	+$47K	0.26%	95
2024 Q2	$359K	Hold	1,522	–	–	0.27%	82
2024 Q1	$314K	Buy	1,522 +22	+1%	+$4.04K	0.26%	87
2023 Q4	$243K	Buy	+1,500	New	+$220K	0.22%	93

Other funds holding AMAT

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lewis Asset Management's AMAT Position: Q3 2026 in Review

Lewis Asset Management held its Applied Materials (AMAT) position steady in Q3 2026 at 2,500 shares worth $1.28M. The position accounts for 0.44% of the portfolio, ranked #59.

Lewis Asset Management first reported a position in AMAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2026. 1,406 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Lewis Asset Management held 2,500 shares of Applied Materials worth $1.28M as of Q3 2026.
Lewis Asset Management left its Applied Materials share count unchanged in Q3 2026.
Applied Materials made up 0.44% of Lewis Asset Management's portfolio in Q3 2026, its #59 holding.
Lewis Asset Management first reported a position in Applied Materials in Q4 2023 and has held it in 12 quarters since.
Lewis Asset Management's Applied Materials position peaked at $1.81M in Q2 2026.
1,406 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.