Walsh & Associates’s Applied Materials AMAT Stock Holding History

Walsh & Associates’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	–	Sell	-1	Closed	-$342	–	246
2026 Q1	$342	Buy	+1	New	+$336	﹤0.01%	246

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

Walsh & Associates's AMAT Position: Q2 2026 in Review

Walsh & Associates sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 1 share — an estimated $342 sold.

Walsh & Associates first reported a position in AMAT in Q1 2026 and held it in 1 quarter. The position peaked at $342 in Q1 2026. 3,479 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Walsh & Associates reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 1 Applied Materials share in Q2 2026, an estimated $342.
Walsh & Associates first reported a position in Applied Materials in Q1 2026 and held it in 1 quarter.
Walsh & Associates's Applied Materials position peaked at $342 in Q1 2026.
3,479 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.