MHR
AMAT icon

Matthew Hamilton Rosenberg’s Applied Materials AMAT Stock Holding History

Matthew Hamilton Rosenberg’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 		$513K Hold
709
– – 0.1% 106
2026
Q1 		$242K Buy
709
+41
+6% +$13.8K 0.05% 180
2025
Q4 		$172K Buy
668
+83
+14% +$19.9K 0.04% 233
2025
Q3 		$120K Buy
585
+129
+28% +$23.4K 0.03% 297
2025
Q2 		$83.5K Buy
456
+140
+44% +$22.2K 0.02% 367
2025
Q1 		$45.9K Sell
316
-19
-6% -$3.19K 0.01% 436
2024
Q4 		$54.5K Sell
335
-93
-22% -$16.9K 0.01% 409
2024
Q3 		$86.5K Buy
428
+45
+12% +$9.23K 0.02% 343
2024
Q2 		$90.9K Sell
383
-64
-14% -$13.7K 0.03% 317
2024
Q1 		$93.3K Buy
447
+6
+1% +$1.1K 0.03% 323
2023
Q4 		$71.5K Hold
441
– – 0.02% 370
2023
Q3 		$61.1K Buy
441
+45
+11% +$6.45K 0.02% 387
2023
Q2 		$57.2K Sell
396
-477
-55% -$59.7K 0.02% 403
2023
Q1 		$107K Sell
873
-105
-11% -$12.1K 0.03% 295
2022
Q4 		$95.2K Sell
978
-43
-4% -$4.13K 0.03% 314
2022
Q3 		$84K Sell
1,021
-128
-11% -$12.3K 0.03% 324
2022
Q2 		$99K Sell
1,149
-8
-0.7% -$877 0.04% 297
2022
Q1 		$152K Buy
1,157
+875
+310% +$120K 0.05% 243
2021
Q4 		$44K Hold
282
– – 0.02% 433
2021
Q3 		$36K Buy
282
+84
+42% +$11.4K 0.01% 441
2021
Q2 		$28K Sell
198
-104
-34% -$14K 0.01% 438
2021
Q1 		$40K Hold
302
– – 0.02% 367
2020
Q4 		$26K Hold
302
– – 0.02% 398
2020
Q3 		$18K Hold
302
– – 0.01% 406
2020
Q2 		$18K Buy
+302
New +$16.3K 0.01% 428

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Matthew Hamilton Rosenberg's AMAT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Applied Materials (AMAT) position steady in Q2 2026 at 709 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #106.

Matthew Hamilton Rosenberg first reported a position in AMAT in Q2 2020 and has held it in 25 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Matthew Hamilton Rosenberg held 709 shares of Applied Materials worth $513K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #106 holding.
  • Matthew Hamilton Rosenberg first reported a position in Applied Materials in Q2 2020 and has held it in 25 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.