First National Advisers’s Applied Materials AMAT Stock Holding History

First National Advisers's AMAT Position: Q2 2026 in Review

First National Advisers increased its Applied Materials (AMAT) stake by 586% in Q2 2026, buying an estimated $3.13M and bringing the position to 7,949 shares worth $5.75M. The position accounts for 0.81% of the portfolio, ranked #25.

First National Advisers first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

• First National Advisers held 7,949 shares of Applied Materials worth $5.75M as of Q2 2026.
• First National Advisers bought 6,791 Applied Materials shares in Q2 2026, an estimated $3.13M.
• Applied Materials made up 0.81% of First National Advisers's portfolio in Q2 2026, its #25 holding.
• First National Advisers first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
• 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.