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Notis-McConarty Edward’s Applied Materials AMAT Stock Holding History

Notis-McConarty Edward’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 		$10.4M Buy
14,374
+145
+1% +$66.9K 4.49% 5
2026
Q1 		$4.86M Sell
14,229
-112
-0.8% -$37.7K 2.42% 15
2025
Q4 		$3.69M Buy
14,341
+3,963
+38% +$950K 1.71% 21
2025
Q3 		$2.12M Buy
10,378
+6,373
+159% +$1.16M 0.99% 31
2025
Q2 		$733K Buy
+4,005
New +$635K 0.36% 50

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 $3.37T AUM 44.26% 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

Notis-McConarty Edward's AMAT Position: Q2 2026 in Review

Notis-McConarty Edward increased its Applied Materials (AMAT) stake by 1% in Q2 2026, buying an estimated $66.9K and bringing the position to 14,374 shares worth $10.4M. The position accounts for 4.49% of the portfolio, ranked #5.

Notis-McConarty Edward first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Notis-McConarty Edward held 14,374 shares of Applied Materials worth $10.4M as of Q2 2026.
  • Notis-McConarty Edward bought 145 Applied Materials shares in Q2 2026, an estimated $66.9K.
  • Applied Materials made up 4.49% of Notis-McConarty Edward's portfolio in Q2 2026, its #5 holding.
  • Notis-McConarty Edward first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Notis-McConarty Edward's 13F filing for Q2 2026, filed 11 Aug 2026.