Moody Lynn & Lieberson’s Applied Materials AMAT Stock Holding History

Moody Lynn & Lieberson’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	$372K	Buy	+515	New	+$238K	0.02%	203
2026 Q1	–	Sell	-921	Closed	-$237K	–	251
2025 Q4	$237K	Buy	+921	New	+$221K	0.01%	236
2022 Q1	–	Sell	-12,150	Closed	-$1.91M	–	231
2021 Q4	$1.91M	Buy	+12,150	New	+$1.76M	0.13%	92

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody Lynn & Lieberson's AMAT Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Applied Materials (AMAT) in Q2 2026: 515 shares worth $372K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in AMAT as recently as Q4 2025.

Moody Lynn & Lieberson first reported a position in AMAT in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.91M in Q4 2021. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Moody Lynn & Lieberson held 515 shares of Applied Materials worth $372K as of Q2 2026.
Applied Materials was a new Moody Lynn & Lieberson position in Q2 2026.
Applied Materials made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #203 holding.
Moody Lynn & Lieberson first reported a position in Applied Materials in Q4 2021 and has held it in 3 quarters since.
Moody Lynn & Lieberson's Applied Materials position peaked at $1.91M in Q4 2021.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.