Salomon & Ludwin’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.03M Sell
3,123
-142
-4% -$65.5K 0.17% 71
2026
Q1
$1.14M Sell
3,265
-109
-3% -$36.7K 0.1% 85
2025
Q4
$959K Buy
3,374
+99
+3% +$23.7K 0.08% 89
2025
Q3
$712K Buy
3,275
+145
+5% +$26.3K 0.06% 99
2025
Q2
$595K Buy
3,130
+3,000
+2,308% +$475K 0.06% 98
2025
Q1
$18.9K Hold
130
﹤0.01% 371
2024
Q4
$21.1K Hold
130
﹤0.01% 348
2024
Q3
$26.3K Hold
130
﹤0.01% 328
2024
Q2
$30.7K Sell
130
-143
-52% -$30.7K ﹤0.01% 316
2024
Q1
$56.3K Hold
273
﹤0.01% 336
2023
Q4
$37.8K Hold
273
﹤0.01% 338
2023
Q3
$37.8K Buy
+273
New +$39.1K ﹤0.01% 338
2019
Q2
Sell
-63
Closed -$2K 210
2019
Q1
$2K Buy
+63
New +$2.39K ﹤0.01% 211

Other funds holding AMAT

Salomon & Ludwin's AMAT Position: Q2 2026 in Review

Salomon & Ludwin reduced its Applied Materials (AMAT) stake by 4.3% in Q2 2026, selling an estimated $65.5K and leaving 3,123 shares worth $2.03M. The position accounts for 0.17% of the portfolio, ranked #71.

Salomon & Ludwin first reported a position in AMAT in Q1 2019 and has held it in 13 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Salomon & Ludwin held 3,123 shares of Applied Materials worth $2.03M as of Q2 2026.
  • Salomon & Ludwin sold 142 Applied Materials shares in Q2 2026, an estimated $65.5K.
  • Applied Materials made up 0.17% of Salomon & Ludwin's portfolio in Q2 2026, its #71 holding.
  • Salomon & Ludwin first reported a position in Applied Materials in Q1 2019 and has held it in 13 quarters since.
  • 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.