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FourThought Financial Partners’s Applied Materials AMAT Stock Holding History

FourThought Financial Partners’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 		$27.6M Sell
38,231
-2,754
-7% -$1.27M 2.13% 8
2026
Q1 		$14M Sell
40,985
-1,138
-3% -$383K 1.21% 26
2025
Q4 		$10.8M Sell
42,123
-1,982
-4% -$475K 0.91% 32
2025
Q3 		$9.03M Buy
44,105
+8,416
+24% +$1.53M 0.79% 38
2025
Q2 		$6.53M Buy
35,689
+713
+2% +$113K 0.65% 45
2025
Q1 		$5.08M Buy
34,976
+377
+1% +$63.4K 0.53% 52
2024
Q4 		$5.63M Buy
34,599
+202
+0.6% +$36.6K 0.58% 49
2024
Q3 		$6.95M Buy
34,397
+629
+2% +$129K 0.82% 43
2024
Q2 		$7.97M Buy
33,768
+53
+0.2% +$11.4K 1.03% 34
2024
Q1 		$6.95M Sell
33,715
-9,604
-22% -$1.76M 0.8% 41
2023
Q4 		$7.02M Sell
43,319
-5,513
-11% -$810K 0.88% 35
2023
Q3 		$6.76M Sell
48,832
-670
-1% -$96.1K 0.94% 35
2023
Q2 		$7.16M Sell
49,502
-367
-0.7% -$45.9K 0.94% 36
2023
Q1 		$6.13M Sell
49,869
-441
-0.9% -$50.6K 0.84% 38
2022
Q4 		$4.9M Buy
+50,310
New +$4.83M 0.71% 40

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FourThought Financial Partners's AMAT Position: Q2 2026 in Review

FourThought Financial Partners reduced its Applied Materials (AMAT) stake by 6.7% in Q2 2026, selling an estimated $1.27M and leaving 38,231 shares worth $27.6M. The position accounts for 2.13% of the portfolio, ranked #8.

FourThought Financial Partners first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 3,501 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • FourThought Financial Partners held 38,231 shares of Applied Materials worth $27.6M as of Q2 2026.
  • FourThought Financial Partners sold 2,754 Applied Materials shares in Q2 2026, an estimated $1.27M.
  • Applied Materials made up 2.13% of FourThought Financial Partners's portfolio in Q2 2026, its #8 holding.
  • FourThought Financial Partners first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
  • 3,501 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.