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McIntyre, Freedman & Flynn Investment Advisers’s Applied Materials AMAT Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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 		$18.6M Sell
25,679
-11,321
-31% -$5.22M 11.13% 1
2026
Q1 		$12.6M Sell
37,000
-1,210
-3% -$407K 7.17% 1
2025
Q4 		$9.82M Sell
38,210
-2,207
-5% -$529K 6.16% 2
2025
Q3 		$8.28M Sell
40,417
-650
-2% -$118K 4.97% 4
2025
Q2 		$7.52M Buy
41,067
+15
+0% +$2.38K 5.3% 4
2025
Q1 		$5.96M Buy
41,052
+1
+0% +$168 4.38% 4
2024
Q4 		$6.68M Buy
41,051
+185
+0.5% +$33.5K 4.99% 4
2024
Q3 		$8.26M Sell
40,866
-49
-0.1% -$10.1K 5.89% 4
2024
Q2 		$9.66M Sell
40,915
-85
-0.2% -$18.2K 6.96% 2
2024
Q1 		$8.46M Sell
41,000
-525
-1% -$96.3K 6.14% 3
2023
Q4 		$6.73M Sell
41,525
-49
-0.1% -$7.2K 5.39% 4
2023
Q3 		$5.76M Sell
41,574
-180
-0.4% -$25.8K 4.86% 4
2023
Q2 		$6.04M Hold
41,754
– – 5.16% 3
2023
Q1 		$5.13M Sell
41,754
-3,150
-7% -$362K 4.35% 4
2022
Q4 		$4.37M Buy
+44,904
New +$4.31M 3.62% 4

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's AMAT Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Applied Materials (AMAT) stake by 31% in Q2 2026, selling an estimated $5.22M and leaving 25,679 shares worth $18.6M. The position accounts for 11.13% of the portfolio, ranked #1.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 2,751 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • McIntyre, Freedman & Flynn Investment Advisers held 25,679 shares of Applied Materials worth $18.6M as of Q2 2026.
  • McIntyre, Freedman & Flynn Investment Advisers sold 11,321 Applied Materials shares in Q2 2026, an estimated $5.22M.
  • Applied Materials made up 11.13% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #1 holding.
  • McIntyre, Freedman & Flynn Investment Advisers first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
  • 2,751 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.