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Armis Advisers’s Applied Materials AMAT Stock Holding History

Armis Advisers’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 		$895K Buy
1,510
+87
+6% +$40.1K 0.08% 181
2026
Q1 		$621K Buy
1,423
+64
+5% +$21.5K 0.06% 213
2025
Q4 		$485K Sell
1,359
-903
-40% -$216K 0.05% 234
2025
Q3 		$502K Buy
2,262
+419
+23% +$76K 0.05% 191
2025
Q2 		$365K Buy
+1,843
New +$292K 0.03% 329

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

Armis Advisers's AMAT Position: Q2 2026 in Review

Armis Advisers increased its Applied Materials (AMAT) stake by 6.1% in Q2 2026, buying an estimated $40.1K and bringing the position to 1,510 shares worth $895K. The position accounts for 0.08% of the portfolio, ranked #181.

Armis Advisers first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Armis Advisers held 1,510 shares of Applied Materials worth $895K as of Q2 2026.
  • Armis Advisers bought 87 Applied Materials shares in Q2 2026, an estimated $40.1K.
  • Applied Materials made up 0.08% of Armis Advisers's portfolio in Q2 2026, its #181 holding.
  • Armis Advisers first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.