Forteris Wealth Management
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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
Q3 		$4.86M Sell
9,498
-830
-8% -$421K 4.02% 6
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Forteris Wealth Management's AMAT Position: Q3 2026 in Review

Forteris Wealth Management reduced its Applied Materials (AMAT) stake by 8% in Q3 2026, selling an estimated $421K and leaving 9,498 shares worth $4.86M. The position accounts for 4.02% of the portfolio, ranked #6.

Forteris Wealth Management first reported a position in AMAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.47M in Q2 2026. 1,943 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Forteris Wealth Management held 9,498 shares of Applied Materials worth $4.86M as of Q3 2026.
  • Forteris Wealth Management sold 830 Applied Materials shares in Q3 2026, an estimated $421K.
  • Applied Materials made up 4.02% of Forteris Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Forteris Wealth Management first reported a position in Applied Materials in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Applied Materials position peaked at $7.47M in Q2 2026.
  • 1,943 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.