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Forum Financial Management’s Applied Materials AMAT Stock Holding History

Forum Financial 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 		$2.02M Sell
2,789
-147
-5% -$67.8K 0.03% 90
2026
Q1 		$1M Sell
2,936
-7,759
-73% -$2.61M 0.01% 124
2025
Q4 		$2.75M Buy
10,695
+597
+6% +$143K 0.04% 116
2025
Q3 		$2.07M Buy
10,098
+2,495
+33% +$453K 0.03% 133
2025
Q2 		$1.39M Buy
7,603
+241
+3% +$38.2K 0.02% 167
2025
Q1 		$1.07M Buy
+7,362
New +$1.24M 0.02% 193
2024
Q4 		– Sell
-9,143
Closed -$1.85M – 904
2024
Q3 		$1.85M Buy
9,143
+53
+0.6% +$10.9K 0.03% 114
2024
Q2 		$2.15M Buy
9,090
+2,044
+29% +$439K 0.04% 92
2024
Q1 		$1.45M Buy
7,046
+58
+0.8% +$10.6K 0.02% 154
2023
Q4 		$1.13M Sell
6,988
-178
-2% -$26.2K 0.02% 150
2023
Q3 		$992K Buy
7,166
+1,174
+20% +$168K 0.02% 162
2023
Q2 		$866K Sell
5,992
-537
-8% -$67.2K 0.02% 181
2023
Q1 		$802K Buy
6,529
+695
+12% +$79.8K 0.02% 173
2022
Q4 		$568K Buy
5,834
+101
+2% +$9.69K 0.02% 227
2022
Q3 		$470K Sell
5,733
-35
-0.6% -$3.38K 0.02% 227
2022
Q2 		$525K Buy
5,768
+26
+0.5% +$2.85K 0.03% 226
2022
Q1 		$756K Hold
5,742
– – 0.04% 167
2021
Q4 		$904K Buy
+5,742
New +$832K 0.05% 142

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
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Forum Financial Management's AMAT Position: Q2 2026 in Review

Forum Financial Management reduced its Applied Materials (AMAT) stake by 5% in Q2 2026, selling an estimated $67.8K and leaving 2,789 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #90.

Forum Financial Management first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.75M in Q4 2025. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Forum Financial Management held 2,789 shares of Applied Materials worth $2.02M as of Q2 2026.
  • Forum Financial Management sold 147 Applied Materials shares in Q2 2026, an estimated $67.8K.
  • Applied Materials made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #90 holding.
  • Forum Financial Management first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Applied Materials position peaked at $2.75M in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.