Mount Lucas Management
AMAT icon

Mount Lucas Management’s Applied Materials AMAT Stock Holding History

Mount Lucas 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
Q3 		$2.3M Buy
+4,500
New +$2.28M 0.69% 24
2024
Q3 		– Sell
-773
Closed -$182K – 147
2024
Q2 		$182K Buy
+773
New +$166K 0.05% 147

Other funds holding AMAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Mount Lucas Management's AMAT Position: Q3 2026 in Review

Mount Lucas Management opened a new position in Applied Materials (AMAT) in Q3 2026: 4,500 shares worth $2.3M. The stake represents 0.69% of the portfolio and ranks #24 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in AMAT as recently as Q2 2024.

Mount Lucas Management first reported a position in AMAT in Q2 2024 and has held it in 2 quarters since. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Mount Lucas Management held 4,500 shares of Applied Materials worth $2.3M as of Q3 2026.
  • Applied Materials was a new Mount Lucas Management position in Q3 2026.
  • Applied Materials made up 0.69% of Mount Lucas Management's portfolio in Q3 2026, its #24 holding.
  • Mount Lucas Management first reported a position in Applied Materials in Q2 2024 and has held it in 2 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.