Francis Financial’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$633K Buy
876
+76
+10% +$35.1K 0.1% 70
2026
Q1
$273K Buy
+800
New +$269K 0.05% 93
2025
Q4
Sell
-736
Closed -$257K 113
2025
Q3
$257K Buy
+736
New +$134K 0.05% 108

Other funds holding AMAT

Francis Financial's AMAT Position: Q2 2026 in Review

Francis Financial increased its Applied Materials (AMAT) stake by 9.5% in Q2 2026, buying an estimated $35.1K and bringing the position to 876 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #70.

Francis Financial first reported a position in AMAT in Q3 2025 and has held it in 3 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Francis Financial held 876 shares of Applied Materials worth $633K as of Q2 2026.
  • Francis Financial bought 76 Applied Materials shares in Q2 2026, an estimated $35.1K.
  • Applied Materials made up 0.1% of Francis Financial's portfolio in Q2 2026, its #70 holding.
  • Francis Financial first reported a position in Applied Materials in Q3 2025 and has held it in 3 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.