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McAdam LLC’s Applied Materials AMAT Stock Holding History

McAdam LLC’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 		$1.4M Sell
1,930
-101
-5% -$46.6K 0.05% 135
2026
Q1 		$694K Buy
2,031
+111
+6% +$37.3K 0.03% 202
2025
Q4 		$493K Buy
1,920
+243
+14% +$58.3K 0.02% 234
2025
Q3 		$343K Buy
1,677
+103
+7% +$18.7K 0.02% 276
2025
Q2 		$288K Buy
+1,574
New +$249K 0.02% 296
2018
Q4 		– Sell
-497
Closed -$19K – 80
2018
Q3 		$19K Buy
497
+108
+28% +$4.78K 0.01% 261
2018
Q2 		$18K Hold
389
– – 0.01% 252
2018
Q1 		$22K Buy
+389
New +$21.7K 0.01% 227

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

McAdam LLC's AMAT Position: Q2 2026 in Review

McAdam LLC reduced its Applied Materials (AMAT) stake by 5% in Q2 2026, selling an estimated $46.6K and leaving 1,930 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #135.

McAdam LLC first reported a position in AMAT in Q1 2018 and has held it in 8 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • McAdam LLC held 1,930 shares of Applied Materials worth $1.4M as of Q2 2026.
  • McAdam LLC sold 101 Applied Materials shares in Q2 2026, an estimated $46.6K.
  • Applied Materials made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #135 holding.
  • McAdam LLC first reported a position in Applied Materials in Q1 2018 and has held it in 8 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.