RW Investment Management’s Applied Materials AMAT Stock Holding History

RW 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 Q1	$400K	Buy	+1,170	New	+$394K	0.04%	81
2025 Q3	$256K	Sell	1,250 -1,000	-44%	-$181K	0.03%	94
2025 Q2	$412K	Sell	2,250 -26	-1%	-$4.12K	0.05%	73
2025 Q1	$330K	Buy	2,276 +3	+0.1%	+$504	0.04%	70
2024 Q4	$370K	Hold	2,273	–	–	0.05%	72
2024 Q3	$459K	Hold	2,273	–	–	0.06%	65
2024 Q2	$536K	Hold	2,273	–	–	0.07%	59
2024 Q1	$469K	Buy	2,273 +23	+1%	+$4.22K	0.07%	62
2023 Q4	$365K	Hold	2,250	–	–	0.06%	63
2023 Q3	$312K	Sell	2,250 -750	-25%	-$108K	0.06%	68
2023 Q2	$434K	Hold	3,000	–	–	0.09%	57
2023 Q1	$368K	Buy	+3,000	New	+$345K	0.1%	59

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RW Investment Management's AMAT Position: Q1 2026 in Review

RW Investment Management opened a new position in Applied Materials (AMAT) in Q1 2026: 1,170 shares worth $400K. The stake represents 0.04% of the portfolio and ranks #81 among its holdings. This is a return to the name: RW Investment Management previously reported a position in AMAT as recently as Q3 2025.

RW Investment Management first reported a position in AMAT in Q1 2023 and has held it in 12 quarters since. The position peaked at $536K in Q2 2024. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

RW Investment Management held 1,170 shares of Applied Materials worth $400K as of Q1 2026.
Applied Materials was a new RW Investment Management position in Q1 2026.
Applied Materials made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #81 holding.
RW Investment Management first reported a position in Applied Materials in Q1 2023 and has held it in 12 quarters since.
RW Investment Management's Applied Materials position peaked at $536K in Q2 2024.
2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.