Forza Wealth Management’s Applied Materials AMAT Stock Holding History

Forza 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	$1.73M	Hold	2,392	–	–	0.53%	48
2026 Q1	$818K	Hold	2,392	–	–	0.28%	83
2025 Q4	$615K	Hold	2,392	–	–	0.22%	109
2025 Q3	$490K	Hold	2,392	–	–	0.19%	122
2025 Q2	$438K	Hold	2,392	–	–	0.18%	129
2025 Q1	$347K	Sell	2,392 -34	-1%	-$5.72K	0.16%	138
2024 Q4	$395K	Sell	2,426 -43	-2%	-$7.79K	0.18%	130
2024 Q3	$499K	Buy	2,469 +234	+10%	+$48K	0.23%	114
2024 Q2	$527K	Hold	2,235	–	–	0.27%	102
2024 Q1	$461K	Hold	2,235	–	–	0.24%	116
2023 Q4	$362K	Hold	2,235	–	–	0.2%	129
2023 Q3	$309K	Hold	2,235	–	–	0.16%	150
2023 Q2	$323K	Hold	2,235	–	–	0.16%	150
2023 Q1	$275K	Hold	2,235	–	–	0.14%	152
2022 Q4	$218K	Buy	+2,235	New	+$214K	0.14%	131

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

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

Forza Wealth Management held its Applied Materials (AMAT) position steady in Q2 2026 at 2,392 shares worth $1.73M. The position accounts for 0.53% of the portfolio, ranked #48.

Forza Wealth Management first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 1,162 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Forza Wealth Management held 2,392 shares of Applied Materials worth $1.73M as of Q2 2026.
Forza Wealth Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.53% of Forza Wealth Management's portfolio in Q2 2026, its #48 holding.
Forza Wealth Management first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
1,162 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.