Welch Group
AMAT icon

Welch Group’s Applied Materials AMAT Stock Holding History

Welch Group’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 		$13.1M Buy
25,558
+1,484
+6% +$754K 0.45% 48
2026
Q2 		$17.4M Buy
24,074
+2,193
+10% +$1.01M 0.59% 42
2026
Q1 		$7.48M Buy
21,881
+19,963
+1,041% +$6.72M 0.28% 57
2025
Q4 		$493K Buy
1,918
+177
+10% +$42.4K 0.02% 174
2025
Q3 		$356K Buy
1,741
+50
+3% +$9.07K 0.01% 208
2025
Q2 		$309K Buy
1,691
+20
+1% +$3.17K 0.01% 209
2025
Q1 		$242K Buy
1,671
+73
+5% +$12.3K 0.01% 224
2024
Q4 		$261K Buy
1,598
+93
+6% +$16.9K 0.01% 218
2024
Q3 		$304K Buy
1,505
+431
+40% +$88.4K 0.01% 204
2024
Q2 		$254K Sell
1,074
-12
-1% -$2.58K 0.01% 213
2024
Q1 		$224K Buy
+1,086
New +$199K 0.01% 203

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Welch Group's AMAT Position: Q3 2026 in Review

Welch Group increased its Applied Materials (AMAT) stake by 6.2% in Q3 2026, buying an estimated $754K and bringing the position to 25,558 shares worth $13.1M. The position accounts for 0.45% of the portfolio, ranked #48.

Welch Group first reported a position in AMAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $17.4M in Q2 2026. 1,333 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Welch Group held 25,558 shares of Applied Materials worth $13.1M as of Q3 2026.
  • Welch Group bought 1,484 Applied Materials shares in Q3 2026, an estimated $754K.
  • Applied Materials made up 0.45% of Welch Group's portfolio in Q3 2026, its #48 holding.
  • Welch Group first reported a position in Applied Materials in Q1 2024 and has held it in 11 quarters since.
  • Welch Group's Applied Materials position peaked at $17.4M in Q2 2026.
  • 1,333 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.