Ballew Advisors’s Applied Materials AMAT Stock Holding History

Ballew Advisors’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	$503K	Hold	833	–	–	0.26%	72
2026 Q1	$331K	Hold	833	–	–	0.19%	90
2025 Q4	$254K	Buy	+833	New	+$200K	0.14%	104
2024 Q3	–	Sell	-822	Closed	-$202K	–	105
2024 Q2	$202K	Buy	+822	New	+$176K	0.13%	99
2021 Q3	–	Sell	-8,262	Closed	-$1.13M	–	112
2021 Q2	$1.13M	Sell	8,262 -9,754	-54%	-$1.31M	0.78%	32
2021 Q1	$2.55M	Buy	+18,016	New	+$1.99M	0.94%	25
2018 Q4	–	Sell	-255	Closed	-$8K	–	104
2018 Q3	$8K	Hold	255	–	–	0.01%	310
2018 Q2	$12K	Hold	255	–	–	0.01%	283
2018 Q1	$14K	Buy	+255	New	+$14.2K	0.01%	266

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

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

Ballew Advisors's AMAT Position: Q2 2026 in Review

Ballew Advisors held its Applied Materials (AMAT) position steady in Q2 2026 at 833 shares worth $503K. The position accounts for 0.26% of the portfolio, ranked #72.

Ballew Advisors first reported a position in AMAT in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.55M in Q1 2021. 769 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Ballew Advisors held 833 shares of Applied Materials worth $503K as of Q2 2026.
Ballew Advisors left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.26% of Ballew Advisors's portfolio in Q2 2026, its #72 holding.
Ballew Advisors first reported a position in Applied Materials in Q1 2018 and has held it in 9 quarters since.
Ballew Advisors's Applied Materials position peaked at $2.55M in Q1 2021.
769 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.