First Pacific Financial’s Applied Materials AMAT Stock Holding History

First Pacific Financial’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	$1.21M	Buy	1,679 +798	+91%	+$368K	0.14%	79
2026 Q1	$301K	Buy	881 +4	+0.5%	+$1.35K	0.04%	146
2025 Q4	$225K	Sell	877 -126	-13%	-$30.2K	0.03%	163
2025 Q3	$205K	Buy	1,003 +3	+0.3%	+$544	0.03%	163
2025 Q2	$183K	Sell	1,000 -24	-2%	-$3.8K	0.03%	166
2025 Q1	$149K	Buy	1,024 +24	+2%	+$4.04K	0.03%	147
2024 Q4	$163K	Buy	+1,000	New	+$181K	0.04%	147

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Pacific Financial's AMAT Position: Q2 2026 in Review

First Pacific Financial increased its Applied Materials (AMAT) stake by 91% in Q2 2026, buying an estimated $368K and bringing the position to 1,679 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #79.

First Pacific Financial first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

First Pacific Financial held 1,679 shares of Applied Materials worth $1.21M as of Q2 2026.
First Pacific Financial bought 798 Applied Materials shares in Q2 2026, an estimated $368K.
Applied Materials made up 0.14% of First Pacific Financial's portfolio in Q2 2026, its #79 holding.
First Pacific Financial first reported a position in Applied Materials in Q4 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 First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.