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Palmer Knight Company’s Applied Materials AMAT Stock Holding History

Palmer Knight Company’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 		$16.5M Sell
22,785
-6,836
-23% -$3.15M 6.34% 1
2026
Q1 		$10.1M Buy
29,621
+214
+0.7% +$72K 4.94% 2
2025
Q4 		$7.56M Sell
29,407
-5,967
-17% -$1.43M 3.97% 13
2025
Q3 		$7.24M Sell
35,374
-15,490
-30% -$2.81M 3.43% 18
2025
Q2 		$9.31M Buy
50,864
+19,942
+64% +$3.16M 3.97% 3
2025
Q1 		$4.49M Sell
30,922
-7,189
-19% -$1.21M 2.18% 27
2024
Q4 		$6.2M Buy
38,111
+239
+0.6% +$43.3K 2.78% 23
2024
Q3 		$7.65M Sell
37,872
-450
-1% -$92.3K 3.36% 15
2024
Q2 		$9.04M Sell
38,322
-115
-0.3% -$24.7K 4.33% 2
2024
Q1 		$7.93M Buy
38,437
+837
+2% +$154K 3.86% 9
2023
Q4 		$6.09M Sell
37,600
-131
-0.3% -$19.2K 3.68% 15
2023
Q3 		$5.22M Sell
37,731
-6,724
-15% -$964K 3.51% 16
2023
Q2 		$6.43M Buy
44,455
+1,222
+3% +$153K 3.86% 12
2023
Q1 		$5.31M Buy
43,233
+6,384
+17% +$733K 3.37% 14
2022
Q4 		$3.59M Sell
36,849
-177
-0.5% -$17K 3.2% 21
2022
Q3 		$3.03M Buy
37,026
+3,474
+10% +$335K 2.86% 22
2022
Q2 		$3.05M Sell
33,552
-262
-0.8% -$28.7K 2.89% 22
2022
Q1 		$4.46M Sell
33,814
-19,648
-37% -$2.7M 3.52% 20
2021
Q4 		$8.41M Buy
53,462
+25,398
+91% +$3.68M 3.93% 15
2021
Q3 		$3.61M Buy
+28,064
New +$3.81M 1.88% 25

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

Palmer Knight Company's AMAT Position: Q2 2026 in Review

Palmer Knight Company reduced its Applied Materials (AMAT) stake by 23% in Q2 2026, selling an estimated $3.15M and leaving 22,785 shares worth $16.5M. The position accounts for 6.34% of the portfolio, ranked #1.

Palmer Knight Company first reported a position in AMAT in Q3 2021 and has held it in 20 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Palmer Knight Company held 22,785 shares of Applied Materials worth $16.5M as of Q2 2026.
  • Palmer Knight Company sold 6,836 Applied Materials shares in Q2 2026, an estimated $3.15M.
  • Applied Materials made up 6.34% of Palmer Knight Company's portfolio in Q2 2026, its #1 holding.
  • Palmer Knight Company first reported a position in Applied Materials in Q3 2021 and has held it in 20 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Palmer Knight Company's 13F filing for Q2 2026, filed 10 Aug 2026.