Fortune Financial Advisors
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Fortune Financial Advisors’s Applied Materials AMAT Stock Holding History

Fortune Financial Advisors’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 		$5.53M Sell
10,824
-18
-0.2% -$9.14K 2.38% 8
2026
Q2 		$7.84M Sell
10,842
-1,924
-15% -$888K 3.35% 3
2026
Q1 		$4.36M Sell
12,766
-231
-2% -$77.7K 2.22% 8
2025
Q4 		$3.34M Buy
12,997
+89
+0.7% +$21.3K 2.25% 12
2025
Q3 		$2.64M Buy
12,908
+258
+2% +$46.8K 1.99% 16
2025
Q2 		$2.32M Buy
12,650
+147
+1% +$23.3K 1.86% 18
2025
Q1 		$1.81M Buy
12,503
+452
+4% +$76K 1.56% 20
2024
Q4 		$1.96M Buy
12,051
+184
+2% +$33.3K 1.78% 18
2024
Q3 		$2.4M Buy
11,867
+25
+0.2% +$5.13K 2.17% 13
2024
Q2 		$2.79M Sell
11,842
-81
-0.7% -$17.4K 1.71% 16
2024
Q1 		$2.46M Sell
11,923
-608
-5% -$112K 1.56% 18
2023
Q4 		$2.03M Buy
12,531
+555
+5% +$81.5K 1.42% 23
2023
Q3 		$1.66M Sell
11,976
-278
-2% -$39.9K 1.27% 26
2023
Q2 		$1.77M Buy
+12,254
New +$1.53M 1.33% 24

Other funds holding AMAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Fortune Financial Advisors's AMAT Position: Q3 2026 in Review

Fortune Financial Advisors reduced its Applied Materials (AMAT) stake by 0.17% in Q3 2026, selling an estimated $9.14K and leaving 10,824 shares worth $5.53M. The position accounts for 2.38% of the portfolio, ranked #8.

Fortune Financial Advisors first reported a position in AMAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.84M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Fortune Financial Advisors held 10,824 shares of Applied Materials worth $5.53M as of Q3 2026.
  • Fortune Financial Advisors sold 18 Applied Materials shares in Q3 2026, an estimated $9.14K.
  • Applied Materials made up 2.38% of Fortune Financial Advisors's portfolio in Q3 2026, its #8 holding.
  • Fortune Financial Advisors first reported a position in Applied Materials in Q2 2023 and has held it in 14 quarters since.
  • Fortune Financial Advisors's Applied Materials position peaked at $7.84M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Fortune Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.