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 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 $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lewis Asset Management's AMAT Position: Q2 2026 in Review

Lewis Asset Management reduced its Applied Materials (AMAT) stake by 2.9% in Q2 2026, selling an estimated $34.6K and leaving 2,500 shares worth $1.81M. The position accounts for 0.63% of the portfolio, ranked #39.

Lewis Asset Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 1,174 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Lewis Asset Management held 2,500 shares of Applied Materials worth $1.81M as of Q2 2026.
Lewis Asset Management sold 75 Applied Materials shares in Q2 2026, an estimated $34.6K.
Applied Materials made up 0.63% of Lewis Asset Management's portfolio in Q2 2026, its #39 holding.
Lewis Asset Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
1,174 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.