ZWJ Investment Counsel’s Applied Materials AMAT Stock Holding History

ZWJ Investment Counsel’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	$3.43M	Buy	4,745 +440	+10%	+$203K	0.11%	81
2026 Q1	$1.47M	Buy	4,305 +17	+0.4%	+$5.72K	0.05%	106
2025 Q4	$1.1M	Sell	4,288 -13	-0.3%	-$3.12K	0.04%	116
2025 Q3	$881K	Buy	4,301 +62	+1%	+$11.2K	0.03%	123
2025 Q2	$776K	Buy	4,239 +187	+5%	+$29.6K	0.03%	124
2025 Q1	$588K	Sell	4,052 -42	-1%	-$7.06K	0.02%	135
2024 Q4	$666K	Buy	4,094 +601	+17%	+$109K	0.03%	130
2024 Q3	$706K	Hold	3,493	–	–	0.03%	127
2024 Q2	$824K	Hold	3,493	–	–	0.04%	121
2024 Q1	$720K	Sell	3,493 -200	-5%	-$36.7K	0.03%	124
2023 Q4	$598K	Hold	3,693	–	–	0.03%	127
2023 Q3	$511K	Buy	+3,693	New	+$530K	0.03%	128
2023 Q2	–	Sell	-3,693	Closed	-$454K	–	194
2023 Q1	$454K	Sell	3,693 -750	-17%	-$86.1K	0.03%	133
2022 Q4	$433K	Hold	4,443	–	–	0.02%	134
2022 Q3	$364K	Buy	4,443 +51	+1%	+$4.92K	0.02%	141
2022 Q2	$400K	Buy	4,392 +2,192	+100%	+$240K	0.02%	143
2022 Q1	$290K	Hold	2,200	–	–	0.02%	149
2021 Q4	$346K	Buy	+2,200	New	+$319K	0.02%	148

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ZWJ Investment Counsel's AMAT Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Applied Materials (AMAT) stake by 10% in Q2 2026, buying an estimated $203K and bringing the position to 4,745 shares worth $3.43M. The position accounts for 0.11% of the portfolio, ranked #81.

ZWJ Investment Counsel first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

ZWJ Investment Counsel held 4,745 shares of Applied Materials worth $3.43M as of Q2 2026.
ZWJ Investment Counsel bought 440 Applied Materials shares in Q2 2026, an estimated $203K.
Applied Materials made up 0.11% of ZWJ Investment Counsel's portfolio in Q2 2026, its #81 holding.
ZWJ Investment Counsel first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.