LCM
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Logan Capital Management’s Applied Materials AMAT Stock Holding History

Logan Capital 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 		$3.62K Buy
+5
New +$2.31K ﹤0.01% 379
2025
Q4 		– Sell
-5
Closed -$1.02K – 280
2025
Q3 		$1.02K Hold
5
– – ﹤0.01% 426
2025
Q2 		$915 Hold
5
– – ﹤0.01% 431
2025
Q1 		$726 Hold
5
– – ﹤0.01% 525
2024
Q4 		$813 Buy
+5
New +$906 ﹤0.01% 492

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 $3.38T AUM 44.17% 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

Logan Capital Management's AMAT Position: Q2 2026 in Review

Logan Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 5 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in AMAT as recently as Q3 2025.

Logan Capital Management first reported a position in AMAT in Q4 2024 and has held it in 5 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Logan Capital Management held 5 shares of Applied Materials worth $3.62K as of Q2 2026.
  • Applied Materials was a new Logan Capital Management position in Q2 2026.
  • Applied Materials made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #379 holding.
  • Logan Capital Management first reported a position in Applied Materials in Q4 2024 and has held it in 5 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.