Armstrong Advisory Group’s Applied Materials AMAT Stock Holding History

Armstrong Advisory 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	$257K	Buy	355 +112	+46%	+$51.7K	0.02%	218
2026 Q1	$83.1K	Buy	243 +6	+3%	+$2.02K	0.01%	339
2025 Q4	$60.9K	Hold	237	–	–	﹤0.01%	377
2025 Q3	$48.5K	Sell	237 -136	-36%	-$24.7K	﹤0.01%	403
2025 Q2	$68.3K	Sell	373 -235	-39%	-$37.2K	0.01%	348
2025 Q1	$98.9K	Hold	608	–	–	0.01%	275
2024 Q4	$98.9K	Hold	608	–	–	0.01%	275
2024 Q3	$123K	Buy	608 +230	+61%	+$47.2K	0.01%	244
2024 Q2	$89.2K	Buy	378 +222	+142%	+$47.7K	0.01%	280
2024 Q1	$25.3K	Hold	156	–	–	﹤0.01%	444
2023 Q4	$25.3K	Hold	156	–	–	﹤0.01%	444
2023 Q3	$21.6K	Buy	156 +60	+63%	+$8.6K	﹤0.01%	474
2023 Q2	$13.9K	Hold	96	–	–	﹤0.01%	538
2023 Q1	$11.8K	Hold	96	–	–	﹤0.01%	542
2022 Q4	$9.35K	Buy	+96	New	+$9.21K	﹤0.01%	598

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

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) Albany, New York $54.2B AUM 43.77% 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

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

Armstrong Advisory Group increased its Applied Materials (AMAT) stake by 46% in Q2 2026, buying an estimated $51.7K and bringing the position to 355 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #218.

Armstrong Advisory Group first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Armstrong Advisory Group held 355 shares of Applied Materials worth $257K as of Q2 2026.
Armstrong Advisory Group bought 112 Applied Materials shares in Q2 2026, an estimated $51.7K.
Applied Materials made up 0.02% of Armstrong Advisory Group's portfolio in Q2 2026, its #218 holding.
Armstrong Advisory Group first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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