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Mesirow Financial Investment Management’s Applied Materials AMAT Stock Holding History

Mesirow Financial Investment 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
Q2 		$1.23M Sell
1,707
-18
-1% -$8.3K 0.02% 255
2026
Q1 		$590K Buy
1,725
+331
+24% +$111K 0.01% 333
2025
Q4 		$358K Sell
1,394
-1,528
-52% -$366K 0.01% 375
2025
Q3 		$598K Buy
2,922
+444
+18% +$80.6K 0.01% 349
2025
Q2 		$454K Buy
2,478
+23
+0.9% +$3.65K 0.01% 378
2025
Q1 		$356K Buy
2,455
+467
+23% +$78.5K 0.01% 417
2024
Q4 		$323K Sell
1,988
-214
-10% -$38.8K 0.01% 439
2024
Q3 		$445K Buy
2,202
+18
+0.8% +$3.69K 0.01% 382
2024
Q2 		$516K Sell
2,184
-921
-30% -$198K 0.01% 322
2024
Q1 		$641K Buy
3,105
+747
+32% +$137K 0.01% 307
2023
Q4 		$382K Buy
+2,358
New +$346K 0.01% 365

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 $3.37T AUM 44.26% 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

Mesirow Financial Investment Management's AMAT Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Applied Materials (AMAT) stake by 1% in Q2 2026, selling an estimated $8.3K and leaving 1,707 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #255.

Mesirow Financial Investment Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,492 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Mesirow Financial Investment Management held 1,707 shares of Applied Materials worth $1.23M as of Q2 2026.
  • Mesirow Financial Investment Management sold 18 Applied Materials shares in Q2 2026, an estimated $8.3K.
  • Applied Materials made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #255 holding.
  • Mesirow Financial Investment Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,492 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.