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 Q3	$9.26M	Sell	18,105 -212	-1%	-$108K	2.05%	20
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Progressive Investment Management's AMAT Position: Q3 2026 in Review

Progressive Investment Management reduced its Applied Materials (AMAT) stake by 1.2% in Q3 2026, selling an estimated $108K and leaving 18,105 shares worth $9.26M. The position accounts for 2.05% of the portfolio, ranked #20.

Progressive Investment Management first reported a position in AMAT in Q2 2024 and has held it in 10 quarters since. The position peaked at $13.2M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Progressive Investment Management held 18,105 shares of Applied Materials worth $9.26M as of Q3 2026.
Progressive Investment Management sold 212 Applied Materials shares in Q3 2026, an estimated $108K.
Applied Materials made up 2.05% of Progressive Investment Management's portfolio in Q3 2026, its #20 holding.
Progressive Investment Management first reported a position in Applied Materials in Q2 2024 and has held it in 10 quarters since.
Progressive Investment Management's Applied Materials position peaked at $13.2M in Q2 2026.
2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Progressive Investment Management's 13F filing for Q3 2026, filed 26 Oct 2026.