Arvest Investments’s Applied Materials AMAT Stock Holding History

Arvest Investments’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	$1.55M	Sell	2,141 -4	-0.2%	-$1.85K	0.19%	78
2026 Q1	$733K	Sell	2,145 -1,630	-43%	-$548K	0.1%	120
2025 Q4	$970K	Sell	3,775 -60	-2%	-$14.4K	0.14%	107
2025 Q3	$785K	Sell	3,835 -935	-20%	-$170K	0.11%	122
2025 Q2	$873K	Sell	4,770 -2,272	-32%	-$360K	0.13%	119
2025 Q1	$1.02M	Buy	7,042 +2,101	+43%	+$353K	0.16%	117
2024 Q4	$804K	Sell	4,941 -2,020	-29%	-$366K	0.13%	122
2024 Q3	$1.41M	Buy	6,961 +71	+1%	+$14.6K	0.21%	100
2024 Q2	$1.63M	Sell	6,890 -48	-0.7%	-$10.3K	0.26%	86
2024 Q1	$1.43M	Buy	+6,938	New	+$1.27M	0.23%	95

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Arvest Investments's AMAT Position: Q2 2026 in Review

Arvest Investments reduced its Applied Materials (AMAT) stake by 0.19% in Q2 2026, selling an estimated $1.85K and leaving 2,141 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #78.

Arvest Investments first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.63M in Q2 2024. 1,165 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Arvest Investments held 2,141 shares of Applied Materials worth $1.55M as of Q2 2026.
Arvest Investments sold 4 Applied Materials shares in Q2 2026, an estimated $1.85K.
Applied Materials made up 0.19% of Arvest Investments's portfolio in Q2 2026, its #78 holding.
Arvest Investments first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
Arvest Investments's Applied Materials position peaked at $1.63M in Q2 2024.
1,165 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.