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 Q2	$846K	Hold	1,170	–	–	0.07%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

RW Investment Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,170 shares worth $846K. The position accounts for 0.07% of the portfolio, ranked #55.

RW Investment Management first reported a position in AMAT in Q1 2023 and has held it in 13 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

RW Investment Management held 1,170 shares of Applied Materials worth $846K as of Q2 2026.
RW Investment Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.07% of RW Investment Management's portfolio in Q2 2026, its #55 holding.
RW Investment Management first reported a position in Applied Materials in Q1 2023 and has held it in 13 quarters since.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.