Amplius Wealth Advisors’s Applied Materials AMAT Stock Holding History

Amplius 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	$228K	Buy	+316	New	+$146K	0.02%	192
2022 Q1	–	Sell	-489	Closed	-$76K	–	205
2021 Q4	$76K	Buy	+489	New	+$70.8K	0.01%	277

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

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 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

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

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

Amplius Wealth Advisors opened a new position in Applied Materials (AMAT) in Q2 2026: 316 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in AMAT as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in AMAT in Q4 2021 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Amplius Wealth Advisors held 316 shares of Applied Materials worth $228K as of Q2 2026.
Applied Materials was a new Amplius Wealth Advisors position in Q2 2026.
Applied Materials made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Amplius Wealth Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 2 quarters since.
797 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.