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 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%	+$99.6M	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

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

Winslow Capital Management's AMAT Position: Q2 2026 in Review

Winslow Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 2,360 shares worth $1.71M. The stake represents 0.01% of the portfolio and ranks #57 among its holdings. This is a return to the name: Winslow Capital Management previously reported a position in AMAT as recently as Q4 2018.

Winslow Capital Management first reported a position in AMAT in Q3 2013 and has held it in 19 quarters since. The position peaked at $440M in Q4 2014. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Winslow Capital Management held 2,360 shares of Applied Materials worth $1.71M as of Q2 2026.
Applied Materials was a new Winslow Capital Management position in Q2 2026.
Applied Materials made up 0.01% of Winslow Capital Management's portfolio in Q2 2026, its #57 holding.
Winslow Capital Management first reported a position in Applied Materials in Q3 2013 and has held it in 19 quarters since.
Winslow Capital Management's Applied Materials position peaked at $440M in Q4 2014.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.