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GHP Investment Advisors’s Applied Materials AMAT Stock Holding History

GHP Investment 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 		$27M Sell
37,342
-430
-1% -$198K 0.99% 20
2026
Q1 		$12.9M Buy
37,772
+2,017
+6% +$678K 0.53% 66
2025
Q4 		$9.19M Buy
35,755
+901
+3% +$216K 0.38% 85
2025
Q3 		$7.14M Buy
34,854
+5,750
+20% +$1.04M 0.3% 116
2025
Q2 		$5.33M Buy
29,104
+3,932
+16% +$623K 0.24% 141
2025
Q1 		$3.65M Buy
25,172
+3,385
+16% +$569K 0.18% 171
2024
Q4 		$3.54M Sell
21,787
-1,144
-5% -$207K 0.17% 178
2024
Q3 		$4.63M Sell
22,931
-468
-2% -$96K 0.21% 160
2024
Q2 		$5.52M Buy
23,399
+3,221
+16% +$691K 0.28% 132
2024
Q1 		$4.16M Buy
20,178
+3,474
+21% +$637K 0.21% 163
2023
Q4 		$2.71M Buy
16,704
+9,527
+133% +$1.4M 0.15% 191
2023
Q3 		$1.01M Buy
7,177
+3,354
+88% +$481K 0.06% 256
2023
Q2 		$531K Buy
3,823
+2,132
+126% +$267K 0.03% 304
2023
Q1 		$208K Hold
1,691
– – 0.01% 367
2022
Q4 		$165K Hold
1,691
– – 0.01% 384
2022
Q3 		$139K Buy
1,691
+491
+41% +$47.3K 0.01% 390
2022
Q2 		$109K Sell
1,200
-209
-15% -$22.9K 0.01% 409
2022
Q1 		$186K Buy
+1,409
New +$194K 0.01% 365

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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

GHP Investment Advisors's AMAT Position: Q2 2026 in Review

GHP Investment Advisors reduced its Applied Materials (AMAT) stake by 1.1% in Q2 2026, selling an estimated $198K and leaving 37,342 shares worth $27M. The position accounts for 0.99% of the portfolio, ranked #20.

GHP Investment Advisors first reported a position in AMAT in Q1 2022 and has held it in 18 quarters since. 1,461 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • GHP Investment Advisors held 37,342 shares of Applied Materials worth $27M as of Q2 2026.
  • GHP Investment Advisors sold 430 Applied Materials shares in Q2 2026, an estimated $198K.
  • Applied Materials made up 0.99% of GHP Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • GHP Investment Advisors first reported a position in Applied Materials in Q1 2022 and has held it in 18 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.