FHC
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First Heartland Consultants’s Applied Materials AMAT Stock Holding History

First Heartland Consultants’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 		$1.34M Sell
1,849
-114
-6% -$52.6K 0.09% 184
2026
Q1 		$671K Sell
1,963
-345
-15% -$116K 0.05% 248
2025
Q4 		$593K Sell
2,308
-84
-4% -$20.1K 0.04% 261
2025
Q3 		$490K Sell
2,392
-22
-0.9% -$3.99K 0.04% 286
2025
Q2 		$442K Sell
2,414
-385
-14% -$61K 0.04% 295
2025
Q1 		$406K Sell
2,799
-979
-26% -$165K 0.04% 277
2024
Q4 		$614K Buy
3,778
+46
+1% +$8.34K 0.06% 206
2024
Q3 		$754K Buy
3,732
+24
+0.6% +$4.92K 0.08% 175
2024
Q2 		$875 Buy
3,708
+47
+1% +$10.1K 0.06% 186
2024
Q1 		$755K Buy
3,661
+25
+0.7% +$4.59K 0.08% 195
2023
Q4 		$589K Sell
3,636
-165
-4% -$24.2K 0.07% 191
2023
Q3 		$526K Buy
3,801
+113
+3% +$16.2K 0.07% 203
2023
Q2 		$533K Sell
3,688
-168
-4% -$21K 0.07% 203
2023
Q1 		$474K Buy
3,856
+1
+0% +$115 0.07% 203
2022
Q4 		$375K Sell
3,855
-101
-3% -$9.69K 0.06% 245
2022
Q3 		$324 Buy
3,956
+2
+0.1% +$193 0.03% 243
2022
Q2 		$359K Buy
3,954
+79
+2% +$8.66K 0.06% 230
2022
Q1 		$510K Sell
3,875
-21
-0.5% -$2.89K 0.08% 184
2021
Q4 		$613 Sell
3,896
-62
-2% -$8.98K 0.02% 167
2021
Q3 		$509K Sell
3,958
-2,339
-37% -$318K 0.08% 200
2021
Q2 		$897K Buy
6,297
+2,675
+74% +$359K 0.14% 143
2021
Q1 		$484K Sell
3,622
-140
-4% -$15.4K 0.08% 207
2020
Q4 		$325K Sell
3,762
-370
-9% -$27.4K 0.05% 229
2020
Q3 		$246K Buy
+4,132
New +$255K 0.05% 243

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

First Heartland Consultants's AMAT Position: Q2 2026 in Review

First Heartland Consultants reduced its Applied Materials (AMAT) stake by 5.8% in Q2 2026, selling an estimated $52.6K and leaving 1,849 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #184.

First Heartland Consultants first reported a position in AMAT in Q3 2020 and has held it in 24 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • First Heartland Consultants held 1,849 shares of Applied Materials worth $1.34M as of Q2 2026.
  • First Heartland Consultants sold 114 Applied Materials shares in Q2 2026, an estimated $52.6K.
  • Applied Materials made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #184 holding.
  • First Heartland Consultants first reported a position in Applied Materials in Q3 2020 and has held it in 24 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.