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Dogwood Wealth Management’s Applied Materials AMAT Stock Holding History

Dogwood Wealth 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 		$170K Buy
235
+47
+25% +$21.7K 0.07% 82
2026
Q1 		$64.3K Buy
188
+60
+47% +$20.2K 0.03% 129
2025
Q4 		$32.9K Buy
128
+44
+52% +$10.5K 0.01% 154
2025
Q3 		$17.2K Sell
84
-7
-8% -$1.27K 0.01% 204
2025
Q2 		$17.7K Buy
91
+39
+75% +$6.18K 0.01% 192
2025
Q1 		$7.55K Buy
+52
New +$8.74K ﹤0.01% 212
2024
Q3 		– Sell
-31
Closed -$6.36K – 205
2024
Q2 		$7.34K Buy
+31
New +$6.66K ﹤0.01% 187
2024
Q1 		– Hold
0
– – – 246
2023
Q4 		– Hold
0
– – – 228

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Dogwood Wealth Management's AMAT Position: Q2 2026 in Review

Dogwood Wealth Management increased its Applied Materials (AMAT) stake by 25% in Q2 2026, buying an estimated $21.7K and bringing the position to 235 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #82.

Dogwood Wealth Management first reported a position in AMAT in Q2 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Dogwood Wealth Management held 235 shares of Applied Materials worth $170K as of Q2 2026.
  • Dogwood Wealth Management bought 47 Applied Materials shares in Q2 2026, an estimated $21.7K.
  • Applied Materials made up 0.07% of Dogwood Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Dogwood Wealth Management first reported a position in Applied Materials in Q2 2024 and has held it in 7 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.