William Blair Investment Management
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William Blair Investment Management’s Applied Materials AMAT Stock Holding History

William Blair Investment Management’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 		$360M Buy
497,946
+463,006
+1,325% +$214M 1.08% 11
2026
Q1 		$11.9M Sell
34,940
-224
-0.6% -$75.3K 0.04% 305
2025
Q4 		$9.04M Sell
35,164
-9,336
-21% -$2.24M 0.03% 320
2025
Q3 		$9.11M Sell
44,500
-1,438
-3% -$261K 0.02% 323
2025
Q2 		$8.41M Sell
45,938
-52,460
-53% -$8.31M 0.02% 330
2025
Q1 		$14.3M Buy
98,398
+579
+0.6% +$97.4K 0.04% 319
2024
Q4 		$15.9M Sell
97,819
-14,074
-13% -$2.55M 0.04% 323
2024
Q3 		$22.6M Sell
111,893
-82,794
-43% -$17M 0.06% 291
2024
Q2 		$45.9M Sell
194,687
-4,739
-2% -$1.02M 0.12% 142
2024
Q1 		$41.1M Buy
199,426
+67,398
+51% +$12.4M 0.11% 178
2023
Q4 		$21.4M Buy
+132,028
New +$19.4M 0.06% 283

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management's AMAT Position: Q2 2026 in Review

William Blair Investment Management increased its Applied Materials (AMAT) stake by 1,325% in Q2 2026, buying an estimated $214M and bringing the position to 497,946 shares worth $360M. The position accounts for 1.08% of the portfolio, ranked #11.

William Blair Investment Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • William Blair Investment Management held 497,946 shares of Applied Materials worth $360M as of Q2 2026.
  • William Blair Investment Management bought 463,006 Applied Materials shares in Q2 2026, an estimated $214M.
  • Applied Materials made up 1.08% of William Blair Investment Management's portfolio in Q2 2026, its #11 holding.
  • William Blair Investment Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.