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Forteris Wealth Management’s Applied Materials AMAT Stock Holding History

Forteris Wealth Management’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 		$7.47M Sell
10,328
-50
-0.5% -$23.1K 6.11% 2
2026
Q1 		$3.55M Buy
10,378
+3
+0% +$1.01K 3.39% 9
2025
Q4 		$2.67M Buy
+10,375
New +$2.49M 2.62% 14

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Forteris Wealth Management's AMAT Position: Q2 2026 in Review

Forteris Wealth Management reduced its Applied Materials (AMAT) stake by 0.48% in Q2 2026, selling an estimated $23.1K and leaving 10,328 shares worth $7.47M. The position accounts for 6.11% of the portfolio, ranked #2.

Forteris Wealth Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 2,230 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Forteris Wealth Management held 10,328 shares of Applied Materials worth $7.47M as of Q2 2026.
  • Forteris Wealth Management sold 50 Applied Materials shares in Q2 2026, an estimated $23.1K.
  • Applied Materials made up 6.11% of Forteris Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Forteris Wealth Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.