Barlow Wealth Partners’s Applied Materials AMAT Stock Holding History

Barlow 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	$2.5M	Sell	4,378 -340	-7%	-$157K	0.27%	42
2026 Q1	$1.87M	Hold	4,718	–	–	0.21%	42
2025 Q4	$1.42M	Buy	4,718 +12	+0.3%	+$2.88K	0.15%	48
2025 Q3	$1.04M	Hold	4,706	–	–	0.12%	58
2025 Q2	$894K	Hold	4,706	–	–	0.11%	60
2025 Q1	$713K	Sell	4,706 -36	-0.8%	-$6.05K	0.09%	66
2024 Q4	$846K	Sell	4,742 -3,519	-43%	-$638K	0.11%	64
2024 Q3	$1.65M	Hold	8,261	–	–	0.22%	54
2024 Q2	$1.71M	Hold	8,261	–	–	0.24%	52
2024 Q1	$1.72M	Buy	8,261 +183	+2%	+$33.6K	0.23%	57
2023 Q4	$1.31M	Buy	+8,078	New	+$1.19M	0.19%	61

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Barlow Wealth Partners reduced its Applied Materials (AMAT) stake by 7.2% in Q2 2026, selling an estimated $157K and leaving 4,378 shares worth $2.5M. The position accounts for 0.27% of the portfolio, ranked #42.

Barlow Wealth Partners first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Barlow Wealth Partners held 4,378 shares of Applied Materials worth $2.5M as of Q2 2026.
Barlow Wealth Partners sold 340 Applied Materials shares in Q2 2026, an estimated $157K.
Applied Materials made up 0.27% of Barlow Wealth Partners's portfolio in Q2 2026, its #42 holding.
Barlow Wealth Partners first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
1,342 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.