AWA
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Aletheian Wealth Advisors’s Applied Materials AMAT Stock Holding History

Aletheian Wealth 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 		$594K Buy
821
+76
+10% +$35.1K 0.25% 59
2026
Q1 		$255K Buy
+745
New +$251K 0.12% 78
2024
Q3 		– Sell
-873
Closed -$206K – 83
2024
Q2 		$206K Buy
+873
New +$187K 0.11% 81

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

Aletheian Wealth Advisors's AMAT Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Applied Materials (AMAT) stake by 10% in Q2 2026, buying an estimated $35.1K and bringing the position to 821 shares worth $594K. The position accounts for 0.25% of the portfolio, ranked #59.

Aletheian Wealth Advisors first reported a position in AMAT in Q2 2024 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Aletheian Wealth Advisors held 821 shares of Applied Materials worth $594K as of Q2 2026.
  • Aletheian Wealth Advisors bought 76 Applied Materials shares in Q2 2026, an estimated $35.1K.
  • Applied Materials made up 0.25% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Aletheian Wealth Advisors first reported a position in Applied Materials in Q2 2024 and has held it in 3 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.