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MGAM
McGowan Group Asset Management’s
Applied Materials
AMAT
Stock Holding History
McGowan Group 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
Q1
$981K
Buy
2,872
+1
+0%
+$336
0.13%
63
2025
Q4
$738K
Hold
2,871
–
–
0.09%
69
2025
Q3
$588K
Buy
2,871
+1
+0%
+$181
0.07%
75
2025
Q2
$525K
Buy
2,870
+1
+0%
+$158
0.07%
82
2025
Q1
$416K
Buy
2,869
+1
+0%
+$168
0.06%
84
2024
Q4
$466K
Hold
2,868
–
–
0.06%
83
2024
Q3
$579K
Buy
2,868
+4
+0.1%
+$820
0.08%
69
2024
Q2
$676K
Hold
2,864
–
–
0.09%
60
2024
Q1
$591K
Buy
2,864
+1
+0%
+$183
0.09%
66
2023
Q4
$464K
Hold
2,863
–
–
0.07%
76
2023
Q3
$396K
Buy
2,863
+1
+0%
+$143
0.06%
86
2023
Q2
$414K
Hold
2,862
–
–
0.06%
92
2023
Q1
$352K
Hold
2,862
–
–
0.06%
97
2022
Q4
$279K
Buy
2,862
+244
+9%
+$23.4K
0.04%
111
2022
Q3
$214K
Hold
2,618
–
–
0.04%
112
2022
Q2
$238K
Sell
2,618
-34
-1%
-$3.73K
0.04%
104
2022
Q1
$350K
Sell
2,652
-34
-1%
-$4.68K
0.05%
86
2021
Q4
$423K
Buy
2,686
+27
+1%
+$3.91K
0.07%
80
2021
Q3
$342K
Buy
+2,659
New
+$361K
0.06%
81
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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