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Oder Investment Management’s Applied Materials AMAT Stock Holding History

Oder 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 		$783K Sell
1,083
-50
-4% -$23.1K 0.53% 51
2026
Q1 		$387K Hold
1,133
– – 0.3% 77
2025
Q4 		$291K Buy
1,133
+1
+0.1% +$240 0.21% 86
2025
Q3 		$232K Hold
1,132
– – 0.17% 95
2025
Q2 		$207K Buy
+1,132
New +$179K 0.16% 97
2024
Q4 		– Sell
-996
Closed -$201K – 92
2024
Q3 		$201K Hold
996
– – 0.17% 91
2024
Q2 		$235K Hold
996
– – 0.21% 85
2024
Q1 		$205K Buy
+996
New +$183K 0.19% 90
2021
Q1 		– Sell
-178
Closed -$15K – 101
2020
Q4 		$15K Buy
+178
New +$13.2K 0.01% 309

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

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

Oder Investment Management reduced its Applied Materials (AMAT) stake by 4.4% in Q2 2026, selling an estimated $23.1K and leaving 1,083 shares worth $783K. The position accounts for 0.53% of the portfolio, ranked #51.

Oder Investment Management first reported a position in AMAT in Q4 2020 and has held it in 9 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Oder Investment Management held 1,083 shares of Applied Materials worth $783K as of Q2 2026.
  • Oder Investment Management sold 50 Applied Materials shares in Q2 2026, an estimated $23.1K.
  • Applied Materials made up 0.53% of Oder Investment Management's portfolio in Q2 2026, its #51 holding.
  • Oder Investment Management first reported a position in Applied Materials in Q4 2020 and has held it in 9 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.