Excelsior Advisor Network’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$528K Buy
730
+9
+1% +$4.15K 0.07% 259
2026
Q1
$246K Sell
721
-162
-18% -$54.5K 0.09% 182
2025
Q4
$227K Buy
+883
New +$212K 0.11% 145

Other funds holding AMAT

Excelsior Advisor Network's AMAT Position: Q2 2026 in Review

Excelsior Advisor Network increased its Applied Materials (AMAT) stake by 1.2% in Q2 2026, buying an estimated $4.15K and bringing the position to 730 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #259.

Excelsior Advisor Network first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,492 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Excelsior Advisor Network held 730 shares of Applied Materials worth $528K as of Q2 2026.
  • Excelsior Advisor Network bought 9 Applied Materials shares in Q2 2026, an estimated $4.15K.
  • Applied Materials made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #259 holding.
  • Excelsior Advisor Network first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,492 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.