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Norden Group’s Applied Materials AMAT Stock Holding History

Norden Group’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 		$9.55M Sell
13,210
-330
-2% -$152K 0.78% 25
2026
Q1 		$4.63M Buy
13,540
+1,432
+12% +$482K 0.44% 44
2025
Q4 		$3.11M Buy
12,108
+314
+3% +$75.3K 0.3% 61
2025
Q3 		$2.41M Buy
11,794
+796
+7% +$144K 0.25% 81
2025
Q2 		$2.01M Sell
10,998
-61
-0.6% -$9.67K 0.22% 98
2025
Q1 		$1.6M Buy
11,059
+1,306
+13% +$220K 0.18% 103
2024
Q4 		$1.59M Buy
9,753
+123
+1% +$22.3K 0.18% 114
2024
Q3 		$1.95M Buy
9,630
+2,747
+40% +$563K 0.23% 97
2024
Q2 		$1.62M Buy
6,883
+229
+3% +$49.2K 0.33% 66
2024
Q1 		$1.37M Buy
6,654
+2,476
+59% +$454K 0.28% 86
2023
Q4 		$677K Sell
4,178
-1,607
-28% -$236K 0.12% 107
2023
Q3 		$801K Buy
+5,785
New +$830K 0.26% 92

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 $3.38T AUM 44.17% 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

Norden Group's AMAT Position: Q2 2026 in Review

Norden Group reduced its Applied Materials (AMAT) stake by 2.4% in Q2 2026, selling an estimated $152K and leaving 13,210 shares worth $9.55M. The position accounts for 0.78% of the portfolio, ranked #25.

Norden Group first reported a position in AMAT in Q3 2023 and has held it in 12 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Norden Group held 13,210 shares of Applied Materials worth $9.55M as of Q2 2026.
  • Norden Group sold 330 Applied Materials shares in Q2 2026, an estimated $152K.
  • Applied Materials made up 0.78% of Norden Group's portfolio in Q2 2026, its #25 holding.
  • Norden Group first reported a position in Applied Materials in Q3 2023 and has held it in 12 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.