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Fortem Financial Group’s Applied Materials AMAT Stock Holding History

Fortem Financial Group’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 		$14M Buy
19,333
+963
+5% +$444K 2.85% 5
2026
Q1 		$6.28M Buy
18,370
+621
+3% +$209K 1.58% 21
2025
Q4 		$4.56M Buy
17,749
+649
+4% +$156K 1.22% 25
2025
Q3 		$3.5M Buy
17,100
+1,735
+11% +$315K 1.01% 27
2025
Q2 		$2.81M Buy
15,365
+3,461
+29% +$548K 0.91% 33
2025
Q1 		$1.73M Buy
11,904
+1,367
+13% +$230K 0.67% 40
2024
Q4 		$1.71M Buy
10,537
+367
+4% +$66.5K 0.66% 37
2024
Q3 		$2.05M Buy
10,170
+1,487
+17% +$305K 0.84% 30
2024
Q2 		$2.05M Sell
8,683
-174
-2% -$37.4K 0.88% 28
2024
Q1 		$1.83M Buy
8,857
+1,012
+13% +$186K 0.8% 34
2023
Q4 		$1.27M Buy
7,845
+1,092
+16% +$160K 0.63% 47
2023
Q3 		$935K Buy
6,753
+1,864
+38% +$267K 0.55% 56
2023
Q2 		$707K Buy
+4,889
New +$612K 0.42% 82
2022
Q2 		– Sell
-1,895
Closed -$250K – 169
2022
Q1 		$250K Sell
1,895
-41
-2% -$5.64K 0.11% 147
2021
Q4 		$305K Buy
1,936
+2
+0.1% +$290 0.14% 143
2021
Q3 		$249K Buy
1,934
+46
+2% +$6.25K 0.13% 152
2021
Q2 		$269K Sell
1,888
-253
-12% -$33.9K 0.14% 151
2021
Q1 		$286K Sell
2,141
-405
-16% -$44.7K 0.17% 140
2020
Q4 		$220K Buy
+2,546
New +$188K 0.13% 141

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortem Financial Group's AMAT Position: Q2 2026 in Review

Fortem Financial Group increased its Applied Materials (AMAT) stake by 5.2% in Q2 2026, buying an estimated $444K and bringing the position to 19,333 shares worth $14M. The position accounts for 2.85% of the portfolio, ranked #5.

Fortem Financial Group first reported a position in AMAT in Q4 2020 and has held it in 19 quarters since. 895 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Fortem Financial Group held 19,333 shares of Applied Materials worth $14M as of Q2 2026.
  • Fortem Financial Group bought 963 Applied Materials shares in Q2 2026, an estimated $444K.
  • Applied Materials made up 2.85% of Fortem Financial Group's portfolio in Q2 2026, its #5 holding.
  • Fortem Financial Group first reported a position in Applied Materials in Q4 2020 and has held it in 19 quarters since.
  • 895 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.