Franklin Street Advisors’s Applied Materials AMAT Stock Holding History

Franklin Street 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 Q2	$33.1M	Buy	45,760 +43,140	+1,647%	+$19.9M	1.85%	15
2026 Q1	$895K	Sell	2,620 -406	-13%	-$137K	0.06%	87
2025 Q4	$778K	Hold	3,026	–	–	0.04%	90
2025 Q3	$620K	Sell	3,026 -300	-9%	-$54.4K	0.04%	95
2025 Q2	$609K	Buy	3,326 +300	+10%	+$47.5K	0.04%	104
2025 Q1	$439K	Hold	3,026	–	–	0.03%	115
2024 Q4	$492K	Buy	3,026 +41	+1%	+$7.43K	0.03%	109
2024 Q3	$603K	Sell	2,985 -3	-0.1%	-$615	0.04%	99
2024 Q2	$705K	Buy	2,988 +3	+0.1%	+$644	0.05%	95
2024 Q1	$616K	Hold	2,985	–	–	0.05%	95
2023 Q4	$484K	Sell	2,985 -245	-8%	-$36K	0.04%	100
2023 Q3	$447K	Hold	3,230	–	–	0.04%	102
2023 Q2	$467K	Hold	3,230	–	–	0.04%	104
2023 Q1	$397K	Sell	3,230 -350	-10%	-$40.2K	0.04%	99
2022 Q4	$349K	Sell	3,580 -550	-13%	-$52.8K	0.03%	106
2022 Q3	$338K	Buy	4,130 +255	+7%	+$24.6K	0.03%	109
2022 Q2	$353K	Hold	3,875	–	–	0.03%	113
2022 Q1	$511K	Hold	3,875	–	–	0.04%	106
2021 Q4	$610K	Buy	3,875 +2,095	+118%	+$303K	0.05%	105
2021 Q3	$229K	Buy	+1,780	New	+$242K	0.02%	144

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Franklin Street Advisors's AMAT Position: Q2 2026 in Review

Franklin Street Advisors increased its Applied Materials (AMAT) stake by 1,647% in Q2 2026, buying an estimated $19.9M and bringing the position to 45,760 shares worth $33.1M. The position accounts for 1.85% of the portfolio, ranked #15.

Franklin Street Advisors first reported a position in AMAT in Q3 2021 and has held it in 20 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Franklin Street Advisors held 45,760 shares of Applied Materials worth $33.1M as of Q2 2026.
Franklin Street Advisors bought 43,140 Applied Materials shares in Q2 2026, an estimated $19.9M.
Applied Materials made up 1.85% of Franklin Street Advisors's portfolio in Q2 2026, its #15 holding.
Franklin Street Advisors first reported a position in Applied Materials in Q3 2021 and has held it in 20 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.