WestEnd Advisors’s Applied Materials AMAT Stock Holding History

WestEnd Advisors’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	$10.1K	Buy	14 +1	+8%	+$461	﹤0.01%	95
2026 Q1	$4.44K	Hold	13	–	–	﹤0.01%	110
2025 Q4	$3.34K	Sell	13 -3	-19%	-$719	﹤0.01%	121
2025 Q3	$3.28K	Buy	16 +4	+33%	+$726	﹤0.01%	120
2025 Q2	$2.2K	Sell	12 -1	-8%	-$158	﹤0.01%	140
2025 Q1	$1.89K	Buy	13 +9	+225%	+$1.51K	﹤0.01%	150
2024 Q4	$651	Hold	4	–	–	﹤0.01%	153
2024 Q3	$808	Hold	4	–	–	﹤0.01%	141
2024 Q2	$944	Sell	4 -1	-20%	-$215	﹤0.01%	125
2024 Q1	$1.03K	Hold	5	–	–	﹤0.01%	112
2023 Q4	$810	Hold	5	–	–	﹤0.01%	124
2023 Q3	$692	Buy	+5	New	+$717	﹤0.01%	128
2023 Q1	–	Sell	-6	Closed	-$689	–	126
2022 Q4	$584	Sell	6 -1	-14%	-$96	﹤0.01%	137
2022 Q3	$1K	Sell	7 -1	-13%	-$96	﹤0.01%	95
2022 Q2	$727	Buy	+8	New	+$877	﹤0.01%	123
2022 Q1	–	Sell	-6	Closed	-$826	–	114
2021 Q4	$944	Buy	+6	New	+$869	﹤0.01%	112
2021 Q3	–	Hold	0	–	–	–	114
2021 Q2	–	Hold	0	–	–	–	103

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

WestEnd Advisors's AMAT Position: Q2 2026 in Review

WestEnd Advisors increased its Applied Materials (AMAT) stake by 7.7% in Q2 2026, buying an estimated $461 and bringing the position to 14 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #95.

WestEnd Advisors first reported a position in AMAT in Q4 2021 and has held it in 16 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

WestEnd Advisors held 14 shares of Applied Materials worth $10.1K as of Q2 2026.
WestEnd Advisors bought 1 Applied Materials share in Q2 2026, an estimated $461.
Applied Materials made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #95 holding.
WestEnd Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 16 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.