Shayne & Jacobs LLC’s Applied Materials AMAT Stock Holding History

Shayne & Jacobs LLC’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	$11.1M	Sell	15,409 -5,015	-25%	-$2.31M	3.3%	7
2026 Q1	$6.98M	Sell	20,424 -2,071	-9%	-$697K	2.16%	9
2025 Q4	$5.78M	Sell	22,495 -25	-0.1%	-$5.99K	1.75%	12
2025 Q3	$4.61M	Hold	22,520	–	–	1.43%	13
2025 Q2	$4.12M	Hold	22,520	–	–	1.36%	14
2025 Q1	$3.27M	Buy	22,520 +815	+4%	+$137K	0.8%	17
2024 Q4	$3.53M	Sell	21,705 -954	-4%	-$173K	0.92%	15
2024 Q3	$4.58M	Sell	22,659 -1,030	-4%	-$211K	1.15%	13
2024 Q2	$5.59M	Sell	23,689 -60	-0.3%	-$12.9K	1.55%	8
2024 Q1	$4.9M	Sell	23,749 -1,913	-7%	-$351K	1.33%	8
2023 Q4	$4.16M	Sell	25,662 -443	-2%	-$65.1K	1.29%	9
2023 Q3	$3.61M	Buy	+26,105	New	+$3.74M	1.2%	10

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Shayne & Jacobs LLC's AMAT Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $2.31M and leaving 15,409 shares worth $11.1M. The position accounts for 3.3% of the portfolio, ranked #7.

Shayne & Jacobs LLC first reported a position in AMAT in Q3 2023 and has held it in 12 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Shayne & Jacobs LLC held 15,409 shares of Applied Materials worth $11.1M as of Q2 2026.
Shayne & Jacobs LLC sold 5,015 Applied Materials shares in Q2 2026, an estimated $2.31M.
Applied Materials made up 3.3% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #7 holding.
Shayne & Jacobs LLC first reported a position in Applied Materials in Q3 2023 and has held it in 12 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.