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Progressive Investment Management’s Applied Materials AMAT Stock Holding History

Progressive 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 		$13.2M Sell
18,317
-244
-1% -$113K 2.91% 13
2026
Q1 		$6.34M Buy
18,561
+12
+0.1% +$4.04K 1.68% 21
2025
Q4 		$4.77M Sell
18,549
-113
-0.6% -$27.1K 1.14% 26
2025
Q3 		$3.82M Sell
18,662
-159
-0.8% -$28.8K 0.93% 30
2025
Q2 		$3.45M Sell
18,821
-193
-1% -$30.6K 0.88% 30
2025
Q1 		$2.76M Sell
19,014
-53
-0.3% -$8.91K 0.77% 31
2024
Q4 		$3.1M Sell
19,067
-509
-3% -$92.2K 0.8% 31
2024
Q3 		$3.96M Sell
19,576
-65
-0.3% -$13.3K 1.01% 30
2024
Q2 		$4.64M Buy
+19,641
New +$4.22M 1.23% 28

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

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

Progressive Investment Management reduced its Applied Materials (AMAT) stake by 1.3% in Q2 2026, selling an estimated $113K and leaving 18,317 shares worth $13.2M. The position accounts for 2.91% of the portfolio, ranked #13.

Progressive Investment Management first reported a position in AMAT in Q2 2024 and has held it in 9 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Progressive Investment Management held 18,317 shares of Applied Materials worth $13.2M as of Q2 2026.
  • Progressive Investment Management sold 244 Applied Materials shares in Q2 2026, an estimated $113K.
  • Applied Materials made up 2.91% of Progressive Investment Management's portfolio in Q2 2026, its #13 holding.
  • Progressive Investment Management first reported a position in Applied Materials in Q2 2024 and has held it in 9 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.