Murphy Pohlad Asset Management’s Applied Materials AMAT Stock Holding History

Murphy Pohlad Asset 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	$852K	Sell	1,178 -202	-15%	-$93.2K	0.3%	81
2026 Q1	$472K	Hold	1,380	–	–	0.17%	97
2025 Q4	$355K	Sell	1,380 -145	-10%	-$34.8K	0.14%	98
2025 Q3	$312K	Hold	1,525	–	–	0.12%	108
2025 Q2	$279K	Hold	1,525	–	–	0.12%	103
2025 Q1	$221K	Hold	1,525	–	–	0.09%	109
2024 Q4	$248K	Sell	1,525 -355	-19%	-$64.3K	0.11%	108
2024 Q3	$380K	Sell	1,880 -275	-13%	-$56.4K	0.16%	98
2024 Q2	$509K	Sell	2,155 -2,301	-52%	-$494K	0.22%	85
2024 Q1	$919K	Sell	4,456 -590	-12%	-$108K	0.36%	68
2023 Q4	$818K	Buy	5,046 +56	+1%	+$8.23K	0.34%	71
2023 Q3	$691K	Sell	4,990 -400	-7%	-$57.4K	0.3%	73
2023 Q2	$779K	Hold	5,390	–	–	0.34%	70
2023 Q1	$662K	Sell	5,390 -200	-4%	-$23K	0.27%	74
2022 Q4	$544K	Hold	5,590	–	–	0.22%	84
2022 Q3	$457K	Hold	5,590	–	–	0.21%	85
2022 Q2	$508K	Hold	5,590	–	–	0.22%	84
2022 Q1	$736K	Sell	5,590 -600	-10%	-$82.6K	0.3%	74
2021 Q4	$974K	Hold	6,190	–	–	0.38%	62
2021 Q3	$796K	Sell	6,190 -610	-9%	-$82.8K	0.33%	66
2021 Q2	$968K	Sell	6,800 -200	-3%	-$26.8K	0.39%	63
2021 Q1	$935K	Sell	7,000 -800	-10%	-$88.2K	0.41%	61
2020 Q4	$673K	Sell	7,800 -200	-3%	-$14.8K	0.33%	66
2020 Q3	$475K	Sell	8,000 -200	-2%	-$12.4K	0.25%	72
2020 Q2	$495K	Hold	8,200	–	–	0.28%	75
2020 Q1	$375K	Sell	8,200 -1,500	-15%	-$86.2K	0.26%	75
2019 Q4	$592K	Sell	9,700 -3,150	-25%	-$177K	0.32%	67
2019 Q3	$641K	Hold	12,850	–	–	0.39%	62
2019 Q2	$577K	Hold	12,850	–	–	0.34%	68
2019 Q1	$509K	Sell	12,850 -600	-4%	-$22.8K	0.31%	68
2018 Q4	$440K	Hold	13,450	–	–	0.31%	69
2018 Q3	$519K	Hold	13,450	–	–	0.32%	67
2018 Q2	$621K	Hold	13,450	–	–	0.42%	62
2018 Q1	$747K	Sell	13,450 -1,900	-12%	-$106K	0.51%	55
2017 Q4	$784K	Sell	15,350 -200	-1%	-$10.8K	0.52%	56
2017 Q3	$809K	Sell	15,550 -5,470	-26%	-$247K	0.56%	54
2017 Q2	$868K	Sell	21,020 -3,050	-13%	-$130K	0.64%	50
2017 Q1	$936K	Sell	24,070 -2,570	-10%	-$92.3K	0.69%	50
2016 Q4	$859K	Sell	26,640 -1,450	-5%	-$44.1K	0.62%	53
2016 Q3	$846K	Sell	28,090 -2,000	-7%	-$55.8K	0.63%	55
2016 Q2	$721K	Sell	30,090 -2,000	-6%	-$44.1K	0.54%	59
2016 Q1	$679K	Hold	32,090	–	–	0.51%	62
2015 Q4	$599K	Hold	32,090	–	–	0.47%	63
2015 Q3	$471K	Hold	32,090	–	–	0.38%	68
2015 Q2	$616K	Hold	32,090	–	–	0.46%	62
2015 Q1	$723K	Sell	32,090 -10,540	-25%	-$253K	0.55%	59
2014 Q4	$1.06M	Hold	42,630	–	–	0.77%	50
2014 Q3	$921K	Sell	42,630 -4,100	-9%	-$90.7K	0.71%	48
2014 Q2	$1.05M	Sell	46,730 -1,980	-4%	-$40.4K	0.81%	47
2014 Q1	$994K	Buy	48,710 +200	+0.4%	+$3.67K	0.81%	46
2013 Q4	$857K	Hold	48,510	–	–	0.7%	48
2013 Q3	$850K	Sell	48,510 -4,300	-8%	-$68.7K	0.76%	47
2013 Q2	$787K	Buy	+52,810	New	+$766K	0.73%	48

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

Murphy Pohlad Asset Management's AMAT Position: Q2 2026 in Review

Murphy Pohlad Asset Management reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $93.2K and leaving 1,178 shares worth $852K. The position accounts for 0.3% of the portfolio, ranked #81.

Murphy Pohlad Asset Management first reported a position in AMAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.06M in Q4 2014. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Murphy Pohlad Asset Management held 1,178 shares of Applied Materials worth $852K as of Q2 2026.
Murphy Pohlad Asset Management sold 202 Applied Materials shares in Q2 2026, an estimated $93.2K.
Applied Materials made up 0.3% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #81 holding.
Murphy Pohlad Asset Management first reported a position in Applied Materials in Q2 2013 and has held it in 53 quarters since.
Murphy Pohlad Asset Management's Applied Materials position peaked at $1.06M in Q4 2014.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.