Balboa Wealth Partners
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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
Q3 		$912K Sell
1,784
-495
-22% -$251K 0.12% 138
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

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Parnassus Investments
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KBC Group
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Balboa Wealth Partners's AMAT Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Applied Materials (AMAT) stake by 22% in Q3 2026, selling an estimated $251K and leaving 1,784 shares worth $912K. The position accounts for 0.12% of the portfolio, ranked #138.

Balboa Wealth Partners first reported a position in AMAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Balboa Wealth Partners held 1,784 shares of Applied Materials worth $912K as of Q3 2026.
  • Balboa Wealth Partners sold 495 Applied Materials shares in Q3 2026, an estimated $251K.
  • Applied Materials made up 0.12% of Balboa Wealth Partners's portfolio in Q3 2026, its #138 holding.
  • Balboa Wealth Partners first reported a position in Applied Materials in Q2 2023 and has held it in 14 quarters since.
  • Balboa Wealth Partners's Applied Materials position peaked at $1.65M in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.