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AA Financial Advisors’s Applied Materials AMAT Stock Holding History

AA Financial Advisors’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 		$411K Buy
+568
New +$262K 0.05% 164
2025
Q3 		– Sell
-1,484
Closed -$272K – 192
2025
Q2 		$272K Sell
1,484
-581
-28% -$92.1K 0.06% 162
2025
Q1 		$300K Buy
2,065
+177
+9% +$29.8K 0.07% 132
2024
Q4 		$307K Buy
1,888
+4
+0.2% +$725 0.08% 131
2024
Q3 		$381K Buy
1,884
+130
+7% +$26.7K 0.11% 116
2024
Q2 		$414K Buy
1,754
+204
+13% +$43.8K 0.15% 106
2024
Q1 		$320K Buy
+1,550
New +$284K 0.13% 118

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AA Financial Advisors's AMAT Position: Q2 2026 in Review

AA Financial Advisors opened a new position in Applied Materials (AMAT) in Q2 2026: 568 shares worth $411K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: AA Financial Advisors previously reported a position in AMAT as recently as Q2 2025.

AA Financial Advisors first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. The position peaked at $414K in Q2 2024. 1,013 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • AA Financial Advisors held 568 shares of Applied Materials worth $411K as of Q2 2026.
  • Applied Materials was a new AA Financial Advisors position in Q2 2026.
  • Applied Materials made up 0.05% of AA Financial Advisors's portfolio in Q2 2026, its #164 holding.
  • AA Financial Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
  • AA Financial Advisors's Applied Materials position peaked at $414K in Q2 2024.
  • 1,013 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.