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Clark Asset Management’s Applied Materials AMAT Stock Holding History

Clark 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 		$2.33M Buy
3,218
+159
+5% +$73.4K 0.18% 52
2026
Q1 		$1.05M Buy
3,059
+23
+0.8% +$7.74K 0.1% 76
2025
Q4 		$780K Buy
+3,036
New +$728K 0.08% 90

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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

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

Clark Asset Management increased its Applied Materials (AMAT) stake by 5.2% in Q2 2026, buying an estimated $73.4K and bringing the position to 3,218 shares worth $2.33M. The position accounts for 0.18% of the portfolio, ranked #52.

Clark Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Clark Asset Management held 3,218 shares of Applied Materials worth $2.33M as of Q2 2026.
  • Clark Asset Management bought 159 Applied Materials shares in Q2 2026, an estimated $73.4K.
  • Applied Materials made up 0.18% of Clark Asset Management's portfolio in Q2 2026, its #52 holding.
  • Clark Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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