Morningstar Investment Management’s Applied Materials AMAT Stock Holding History

Morningstar 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	$5.09M	Hold	14,895	–	–	0.31%	70
2026 Q1	$5.09M	Sell	14,895 -19,889	-57%	-$6.69M	0.32%	70
2025 Q4	$8.94M	Sell	34,784 -14,999	-30%	-$3.6M	0.53%	35
2025 Q3	$10.2M	Buy	49,783 +48,151	+2,950%	+$8.74M	0.37%	56
2025 Q2	$299K	Buy	+1,632	New	+$259K	0.03%	165
2025 Q1	–	Sell	-1,516	Closed	-$247K	–	77
2024 Q4	$247K	Hold	1,516	–	–	0.02%	185
2024 Q3	$324K	Sell	1,516 -72	-5%	-$14.8K	0.03%	158
2024 Q2	$375K	Hold	1,588	–	–	0.04%	146
2024 Q1	$327K	Hold	1,588	–	–	0.04%	152
2023 Q4	$257K	Buy	1,588 +53	+3%	+$7.79K	0.03%	165
2023 Q3	$213K	Hold	1,535	–	–	0.03%	157
2023 Q2	$222K	Buy	+1,535	New	+$192K	0.03%	153

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

Morningstar Investment Management's AMAT Position: Q2 2026 in Review

Morningstar Investment Management held its Applied Materials (AMAT) position steady in Q2 2026 at 14,895 shares worth $5.09M. The position accounts for 0.31% of the portfolio, ranked #70.

Morningstar Investment Management first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Morningstar Investment Management held 14,895 shares of Applied Materials worth $5.09M as of Q2 2026.
Morningstar Investment Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.31% of Morningstar Investment Management's portfolio in Q2 2026, its #70 holding.
Morningstar Investment Management first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
Morningstar Investment Management's Applied Materials position peaked at $10.2M in Q3 2025.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.