Ramsay Stattman Vela & Price’s Applied Materials AMAT Stock Holding History

Ramsay Stattman Vela & Price’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	$17.7M	Sell	24,520 -50	-0.2%	-$23.1K	3.15%	8
2026 Q1	$8.4M	Sell	24,570 -400	-2%	-$135K	1.66%	23
2025 Q4	$6.42M	Sell	24,970 -148	-0.6%	-$35.5K	1.16%	27
2025 Q3	$5.14M	Hold	25,118	–	–	0.92%	35
2025 Q2	$4.6M	Sell	25,118 -60	-0.2%	-$9.51K	0.86%	37
2025 Q1	$3.65M	Hold	25,178	–	–	0.69%	40
2024 Q4	$4.09M	Buy	25,178 +8	+0%	+$1.45K	0.76%	42
2024 Q3	$5.09M	Sell	25,170 -20	-0.1%	-$4.1K	0.95%	34
2024 Q2	$5.94M	Sell	25,190 -130	-0.5%	-$27.9K	1.12%	32
2024 Q1	$5.22M	Sell	25,320 -25	-0.1%	-$4.59K	1%	36
2023 Q4	$4.11M	Hold	25,345	–	–	0.84%	40
2023 Q3	$3.51M	Sell	25,345 -65	-0.3%	-$9.32K	0.76%	40
2023 Q2	$3.67M	Sell	25,410 -445	-2%	-$55.7K	0.75%	40
2023 Q1	$3.18M	Hold	25,855	–	–	0.69%	40
2022 Q4	$2.52M	Hold	25,855	–	–	0.57%	43
2022 Q3	$2.12M	Hold	25,855	–	–	0.53%	47
2022 Q2	$2.35M	Buy	25,855 +3,055	+13%	+$335K	0.53%	46
2022 Q1	$3M	Buy	+22,800	New	+$3.14M	0.59%	45

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ramsay Stattman Vela & Price's AMAT Position: Q2 2026 in Review

Ramsay Stattman Vela & Price reduced its Applied Materials (AMAT) stake by 0.2% in Q2 2026, selling an estimated $23.1K and leaving 24,520 shares worth $17.7M. The position accounts for 3.15% of the portfolio, ranked #8.

Ramsay Stattman Vela & Price first reported a position in AMAT in Q1 2022 and has held it in 18 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ramsay Stattman Vela & Price held 24,520 shares of Applied Materials worth $17.7M as of Q2 2026.
Ramsay Stattman Vela & Price sold 50 Applied Materials shares in Q2 2026, an estimated $23.1K.
Applied Materials made up 3.15% of Ramsay Stattman Vela & Price's portfolio in Q2 2026, its #8 holding.
Ramsay Stattman Vela & Price first reported a position in Applied Materials in Q1 2022 and has held it in 18 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ramsay Stattman Vela & Price's 13F filing for Q2 2026, filed 4 Aug 2026.