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Concurrent Investment Advisors’s Applied Materials AMAT Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-100
Closed -$16.3K – 1238
2024
Q4 		$16.3K Hold
100
– – ﹤0.01% 1096
2024
Q3 		$20.2K Hold
100
– – ﹤0.01% 1053
2024
Q2 		$23.6K Hold
100
– – ﹤0.01% 954
2024
Q1 		$20.6K Buy
+100
New +$18.3K ﹤0.01% 894

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Concurrent Investment Advisors's AMAT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Applied Materials (AMAT) stake by 60% in Q2 2026, buying an estimated $6.15M and bringing the position to 35,585 shares worth $25.7M. The position accounts for 0.22% of the portfolio, ranked #94.

Concurrent Investment Advisors first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Concurrent Investment Advisors held 35,585 shares of Applied Materials worth $25.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 13,338 Applied Materials shares in Q2 2026, an estimated $6.15M.
  • Applied Materials made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Concurrent Investment Advisors first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.