McLean Asset Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$531K Sell
1,046
-27
-3% -$12.5K 0.07% 101
2026
Q1
$367K Buy
1,073
+23
+2% +$7.74K 0.06% 115
2025
Q4
$317K Sell
1,050
-38
-3% -$9.11K 0.06% 125
2025
Q3
$244K Buy
+1,088
New +$197K 0.05% 154
2024
Q4
Sell
-1,010
Closed -$204K 155
2024
Q3
$204K Buy
1,010
+66
+7% +$13.5K 0.06% 161
2024
Q2
$241K Buy
+944
New +$203K 0.08% 136

Other funds holding AMAT

McLean Asset Management's AMAT Position: Q2 2026 in Review

McLean Asset Management reduced its Applied Materials (AMAT) stake by 2.5% in Q2 2026, selling an estimated $12.5K and leaving 1,046 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #101.

McLean Asset Management first reported a position in AMAT in Q2 2024 and has held it in 6 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • McLean Asset Management held 1,046 shares of Applied Materials worth $531K as of Q2 2026.
  • McLean Asset Management sold 27 Applied Materials shares in Q2 2026, an estimated $12.5K.
  • Applied Materials made up 0.07% of McLean Asset Management's portfolio in Q2 2026, its #101 holding.
  • McLean Asset Management first reported a position in Applied Materials in Q2 2024 and has held it in 6 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.