Frank Rimerman Advisors’s Applied Materials AMAT Stock Holding History

Frank Rimerman 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	$11.7M	Sell	22,888 -196	-0.8%	-$100K	0.65%	22
2026 Q2	$16.7M	Buy	23,084 +335	+1%	+$155K	0.95%	19
2026 Q1	$7.78M	Buy	22,749 +27	+0.1%	+$9.08K	0.51%	28
2025 Q4	$5.84M	Buy	22,722 +335	+1%	+$80.3K	0.37%	43
2025 Q3	$4.58M	Sell	22,387 -56	-0.2%	-$10.2K	0.29%	53
2025 Q2	$4.11M	Buy	22,443 +11,753	+110%	+$1.86M	0.28%	54
2025 Q1	$1.55M	Sell	10,690 -6,868	-39%	-$1.15M	0.12%	135
2024 Q4	$2.86M	Sell	17,558 -1,595	-8%	-$289K	0.21%	74
2024 Q3	$3.87M	Sell	19,153 -2,309	-11%	-$474K	0.27%	58
2024 Q2	$5.06M	Buy	21,462 +21,381	+26,396%	+$4.59M	0.36%	35
2024 Q1	$16.7K	Hold	81	–	–	﹤0.01%	158
2023 Q4	$13.1K	Buy	+81	New	+$11.9K	﹤0.01%	160

Other funds holding AMAT

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Frank Rimerman Advisors's AMAT Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Applied Materials (AMAT) stake by 0.85% in Q3 2026, selling an estimated $100K and leaving 22,888 shares worth $11.7M. The position accounts for 0.65% of the portfolio, ranked #22.

Frank Rimerman Advisors first reported a position in AMAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.7M in Q2 2026. 1,508 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Frank Rimerman Advisors held 22,888 shares of Applied Materials worth $11.7M as of Q3 2026.
Frank Rimerman Advisors sold 196 Applied Materials shares in Q3 2026, an estimated $100K.
Applied Materials made up 0.65% of Frank Rimerman Advisors's portfolio in Q3 2026, its #22 holding.
Frank Rimerman Advisors first reported a position in Applied Materials in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Applied Materials position peaked at $16.7M in Q2 2026.
1,508 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.