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Advisory Resource Group’s Applied Materials AMAT Stock Holding History

Advisory Resource Group’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 		$13.4M Buy
18,476
+365
+2% +$168K 2.01% 11
2026
Q1 		$6.19M Sell
18,111
-9,880
-35% -$3.32M 1.07% 24
2025
Q4 		$7.19M Sell
27,991
-3,273
-10% -$785K 1.27% 16
2025
Q3 		$6.4M Sell
31,264
-1,476
-5% -$268K 1.15% 20
2025
Q2 		$5.99M Buy
32,740
+317
+1% +$50.2K 1.15% 19
2025
Q1 		$4.71M Buy
32,423
+4,539
+16% +$763K 0.96% 32
2024
Q4 		$4.53M Buy
27,884
+3,017
+12% +$547K 0.96% 38
2024
Q3 		$5.02M Buy
24,867
+4,561
+22% +$935K 1.07% 24
2024
Q2 		$4.79M Sell
20,306
-323
-2% -$69.3K 1.08% 22
2024
Q1 		$4.25M Sell
20,629
-2,014
-9% -$369K 0.98% 28
2023
Q4 		$3.67M Sell
22,643
-1,177
-5% -$173K 0.91% 26
2023
Q3 		$3.3M Buy
23,820
+543
+2% +$77.9K 0.89% 24
2023
Q2 		$3.36M Sell
23,277
-432
-2% -$54.1K 0.91% 19
2023
Q1 		$2.91M Sell
23,709
-4,034
-15% -$463K 0.82% 28
2022
Q4 		$2.7M Buy
27,743
+469
+2% +$45K 0.8% 29
2022
Q3 		$2.23M Buy
27,274
+5,577
+26% +$538K 0.74% 34
2022
Q2 		$1.97M Buy
21,697
+3,899
+22% +$428K 0.65% 48
2022
Q1 		$2.35M Buy
17,798
+881
+5% +$121K 0.73% 40
2021
Q4 		$2.34M Buy
16,917
+832
+5% +$121K 0.78% 42
2021
Q3 		$2.07M Buy
16,085
+227
+1% +$30.8K 0.76% 35
2021
Q2 		$2.26M Buy
15,858
+975
+7% +$131K 0.9% 27
2021
Q1 		$1.99M Sell
14,883
-5,636
-27% -$622K 0.93% 25
2020
Q4 		$1.77M Sell
20,519
-3,781
-16% -$279K 0.88% 28
2020
Q3 		$1.45M Buy
24,300
+2,503
+11% +$155K 0.85% 32
2020
Q2 		$1.32M Buy
+21,797
New +$1.18M 0.81% 31

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Advisory Resource Group's AMAT Position: Q2 2026 in Review

Advisory Resource Group increased its Applied Materials (AMAT) stake by 2% in Q2 2026, buying an estimated $168K and bringing the position to 18,476 shares worth $13.4M. The position accounts for 2.01% of the portfolio, ranked #11.

Advisory Resource Group first reported a position in AMAT in Q2 2020 and has held it in 25 quarters since. 692 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Advisory Resource Group held 18,476 shares of Applied Materials worth $13.4M as of Q2 2026.
  • Advisory Resource Group bought 365 Applied Materials shares in Q2 2026, an estimated $168K.
  • Applied Materials made up 2.01% of Advisory Resource Group's portfolio in Q2 2026, its #11 holding.
  • Advisory Resource Group first reported a position in Applied Materials in Q2 2020 and has held it in 25 quarters since.
  • 692 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.