Apella Capital’s Applied Materials AMAT Stock Holding History

Apella Capital’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	$2.08M	Buy	3,744 +483	+15%	+$223K	0.03%	256
2026 Q1	$1.29M	Buy	3,261 +1,807	+124%	+$608K	0.02%	325
2025 Q4	$374K	Sell	1,454 -30	-2%	-$7.19K	0.01%	405
2025 Q3	$338K	Buy	1,484 +426	+40%	+$77.3K	0.01%	376
2025 Q2	$202K	Buy	+1,058	New	+$168K	0.01%	411

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

Apella Capital's AMAT Position: Q2 2026 in Review

Apella Capital increased its Applied Materials (AMAT) stake by 15% in Q2 2026, buying an estimated $223K and bringing the position to 3,744 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #256.

Apella Capital first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Apella Capital held 3,744 shares of Applied Materials worth $2.08M as of Q2 2026.
Apella Capital bought 483 Applied Materials shares in Q2 2026, an estimated $223K.
Applied Materials made up 0.03% of Apella Capital's portfolio in Q2 2026, its #256 holding.
Apella Capital first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
797 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.