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Balboa Wealth Partners’s Applied Materials AMAT Stock Holding History

Balboa Wealth Partners’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 		$1.65M Sell
2,279
-772
-25% -$356K 0.22% 74
2026
Q1 		$1.04M Buy
3,051
+950
+45% +$320K 0.17% 99
2025
Q4 		$540K Sell
2,101
-453
-18% -$109K 0.09% 181
2025
Q3 		$523K Sell
2,554
-5,465
-68% -$992K 0.09% 176
2025
Q2 		$1.47M Buy
8,019
+248
+3% +$39.3K 0.29% 63
2025
Q1 		$1.13M Sell
7,771
-76
-1% -$12.8K 0.27% 72
2024
Q4 		$1.28M Buy
7,847
+2,507
+47% +$454K 0.29% 62
2024
Q3 		$1.08M Buy
5,340
+758
+17% +$155K 0.27% 70
2024
Q2 		$1.08M Buy
4,582
+765
+20% +$164K 0.29% 65
2024
Q1 		$787K Buy
3,817
+903
+31% +$166K 0.23% 80
2023
Q4 		$472K Buy
2,914
+315
+12% +$46.3K 0.16% 120
2023
Q3 		$360K Buy
2,599
+25
+1% +$3.58K 0.14% 128
2023
Q2 		$372K Buy
+2,574
New +$322K 0.13% 138

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Balboa Wealth Partners's AMAT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $356K and leaving 2,279 shares worth $1.65M. The position accounts for 0.22% of the portfolio, ranked #74.

Balboa Wealth Partners first reported a position in AMAT in Q2 2023 and has held it in 13 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Balboa Wealth Partners held 2,279 shares of Applied Materials worth $1.65M as of Q2 2026.
  • Balboa Wealth Partners sold 772 Applied Materials shares in Q2 2026, an estimated $356K.
  • Applied Materials made up 0.22% of Balboa Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Balboa Wealth Partners first reported a position in Applied Materials in Q2 2023 and has held it in 13 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.