Salomon & Ludwin
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Salomon & Ludwin’s Applied Materials AMAT Stock Holding History

Salomon & Ludwin’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 		$1.56M Sell
3,059
-64
-2% -$32.5K 0.13% 79
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Salomon & Ludwin's AMAT Position: Q3 2026 in Review

Salomon & Ludwin reduced its Applied Materials (AMAT) stake by 2% in Q3 2026, selling an estimated $32.5K and leaving 3,059 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #79.

Salomon & Ludwin first reported a position in AMAT in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.03M in Q2 2026. 2,550 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Salomon & Ludwin held 3,059 shares of Applied Materials worth $1.56M as of Q3 2026.
  • Salomon & Ludwin sold 64 Applied Materials shares in Q3 2026, an estimated $32.5K.
  • Applied Materials made up 0.13% of Salomon & Ludwin's portfolio in Q3 2026, its #79 holding.
  • Salomon & Ludwin first reported a position in Applied Materials in Q1 2019 and has held it in 14 quarters since.
  • Salomon & Ludwin's Applied Materials position peaked at $2.03M in Q2 2026.
  • 2,550 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.