Winthrop Capital Management’s Applied Materials AMAT Stock Holding History

Winthrop 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	–	Sell	-890	Closed	-$304K	–	346
2026 Q1	$304K	Sell	890 -14	-2%	-$4.71K	0.08%	105
2025 Q4	$232K	Buy	+904	New	+$217K	0.05%	124
2025 Q3	–	Sell	-1,004	Closed	-$184K	–	334
2025 Q2	$184K	Buy	+1,004	New	+$159K	0.05%	129
2025 Q1	–	Sell	-987	Closed	-$162K	–	330
2024 Q4	$162K	Buy	987 +1	+0.1%	+$181	0.04%	133
2024 Q3	$199K	Hold	986	–	–	0.09%	63
2024 Q2	$233K	Buy	986 +35	+4%	+$7.51K	0.12%	55
2024 Q1	$196K	Buy	951 +27	+3%	+$4.95K	0.09%	63
2023 Q4	$150K	Buy	+924	New	+$136K	0.05%	129

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

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

Winthrop Capital Management sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 890 shares — an estimated $304K sold.

Winthrop Capital Management first reported a position in AMAT in Q4 2023 and held it in 8 quarters. The position peaked at $304K in Q1 2026. 3,511 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Winthrop Capital Management reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
Winthrop Capital Management sold 890 Applied Materials shares in Q2 2026, an estimated $304K.
Winthrop Capital Management first reported a position in Applied Materials in Q4 2023 and held it in 8 quarters.
Winthrop Capital Management's Applied Materials position peaked at $304K in Q1 2026.
3,511 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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