Winslow Capital Management
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Winslow Capital Management’s Applied Materials AMAT Stock Holding History

Winslow Capital 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
Q3 		$1.9M Buy
3,706
+1,346
+57% +$683K 0.01% 50
2026
Q2 		$1.71M Buy
+2,360
New +$1.09M 0.01% 57
2019
Q1 		– Sell
-394
Closed -$13K – 63
2018
Q4 		$13K Sell
394
-5,513,551
-100% -$189M ﹤0.01% 76
2018
Q3 		$213M Buy
5,513,945
+1,398,727
+34% +$61.9M 1.06% 45
2018
Q2 		$190M Buy
4,115,218
+985,802
+32% +$50.8M 1% 47
2018
Q1 		$174M Buy
3,129,416
+3,129,295
+2,586,194% +$174M 0.94% 55
2017
Q4 		$6K Sell
121
-2
-2% -$108 ﹤0.01% 81
2017
Q3 		$6K Sell
123
-8
-6% -$362 ﹤0.01% 74
2017
Q2 		$5K Sell
131
-351
-73% -$14.9K ﹤0.01% 78
2017
Q1 		$19K Sell
482
-5,589,254
-100% -$201M ﹤0.01% 71
2016
Q4 		$180M Sell
5,589,736
-1,141,934
-17% -$34.7M 0.83% 61
2016
Q3 		$203M Sell
6,731,670
-515,528
-7% -$14.4M 0.84% 61
2016
Q2 		$174M Buy
+7,247,198
New +$160M 0.71% 63
2015
Q2 		– Sell
-12,203,016
Closed -$275M – 70
2015
Q1 		$275M Sell
12,203,016
-5,462,993
-31% -$131M 0.85% 58
2014
Q4 		$440M Buy
17,666,009
+4,409,389
+33% +$100M 1.36% 33
2014
Q3 		$286M Sell
13,256,620
-3,015,607
-19% -$66.7M 0.88% 55
2014
Q2 		$367M Sell
16,272,227
-423,303
-3% -$8.63M 1.12% 40
2014
Q1 		$341M Sell
16,695,530
-665,349
-4% -$12.2M 1.07% 46
2013
Q4 		$307M Sell
17,360,879
-338,287
-2% -$5.9M 0.9% 50
2013
Q3 		$310M Buy
+17,699,166
New +$283M 1.01% 49

Other funds holding AMAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Winslow Capital Management's AMAT Position: Q3 2026 in Review

Winslow Capital Management increased its Applied Materials (AMAT) stake by 57% in Q3 2026, buying an estimated $683K and bringing the position to 3,706 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #50.

Winslow Capital Management first reported a position in AMAT in Q3 2013 and has held it in 20 quarters since. The position peaked at $440M in Q4 2014. 2,709 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Winslow Capital Management held 3,706 shares of Applied Materials worth $1.9M as of Q3 2026.
  • Winslow Capital Management bought 1,346 Applied Materials shares in Q3 2026, an estimated $683K.
  • Applied Materials made up 0.01% of Winslow Capital Management's portfolio in Q3 2026, its #50 holding.
  • Winslow Capital Management first reported a position in Applied Materials in Q3 2013 and has held it in 20 quarters since.
  • Winslow Capital Management's Applied Materials position peaked at $440M in Q4 2014.
  • 2,709 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Winslow Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.