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Byrne Asset Management’s Applied Materials AMAT Stock Holding History

Byrne Asset Management’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 		$4.16M Sell
5,748
-818
-12% -$377K 2.25% 9
2026
Q1 		$2.24M Sell
6,566
-2,534
-28% -$852K 1.31% 14
2025
Q4 		$2.34M Sell
9,100
-68
-0.7% -$16.3K 1.29% 12
2025
Q3 		$1.88M Sell
9,168
-313
-3% -$56.8K 1.15% 20
2025
Q2 		$1.74M Buy
9,481
+1,419
+18% +$225K 1.15% 20
2025
Q1 		$1.17M Sell
8,062
-821
-9% -$138K 0.86% 34
2024
Q4 		$1.44M Buy
8,883
+100
+1% +$18.1K 1.02% 25
2024
Q3 		$1.77M Sell
8,783
-156
-2% -$32K 1.21% 20
2024
Q2 		$2.08M Sell
8,939
-704
-7% -$151K 1.48% 12
2024
Q1 		$1.99M Buy
9,643
+31
+0.3% +$5.69K 1.38% 17
2023
Q4 		$1.58M Sell
9,612
-219
-2% -$32.2K 1.2% 21
2023
Q3 		$1.36M Sell
9,831
-130
-1% -$18.6K 1.13% 22
2023
Q2 		$1.44M Sell
9,961
-16
-0.2% -$2K 0.94% 25
2023
Q1 		$1.23M Sell
9,977
-876
-8% -$101K 0.87% 29
2022
Q4 		$1.06M Sell
10,853
-394
-4% -$37.8K 0.77% 37
2022
Q3 		$921K Buy
11,247
+493
+5% +$47.5K 0.71% 41
2022
Q2 		$978K Buy
10,754
+4,964
+86% +$544K 0.72% 44
2022
Q1 		$763K Buy
+5,790
New +$797K 0.48% 66

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Byrne Asset Management's AMAT Position: Q2 2026 in Review

Byrne Asset Management reduced its Applied Materials (AMAT) stake by 12% in Q2 2026, selling an estimated $377K and leaving 5,748 shares worth $4.16M. The position accounts for 2.25% of the portfolio, ranked #9.

Byrne Asset Management first reported a position in AMAT in Q1 2022 and has held it in 18 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Byrne Asset Management held 5,748 shares of Applied Materials worth $4.16M as of Q2 2026.
  • Byrne Asset Management sold 818 Applied Materials shares in Q2 2026, an estimated $377K.
  • Applied Materials made up 2.25% of Byrne Asset Management's portfolio in Q2 2026, its #9 holding.
  • Byrne Asset Management first reported a position in Applied Materials in Q1 2022 and has held it in 18 quarters since.
  • 605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.