Global Assets Advisory’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
$1.52M Buy
2,365
+1,342
+131% +$619K 0.33% 79
2026
Q1
$349K Buy
1,023
+10
+1% +$3.36K 0.1% 159
2025
Q4
$260K Sell
1,013
-12
-1% -$2.88K 0.07% 239
2025
Q3
$210K Buy
+1,025
New +$186K 0.06% 262
2024
Q4
Sell
-1,061
Closed -$209K 151
2024
Q3
$209K Buy
+1,061
New +$218K 0.11% 152

Other funds holding AMAT

Global Assets Advisory's AMAT Position: Q2 2026 in Review

Global Assets Advisory increased its Applied Materials (AMAT) stake by 131% in Q2 2026, buying an estimated $619K and bringing the position to 2,365 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #79.

Global Assets Advisory first reported a position in AMAT in Q3 2024 and has held it in 5 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Global Assets Advisory held 2,365 shares of Applied Materials worth $1.52M as of Q2 2026.
  • Global Assets Advisory bought 1,342 Applied Materials shares in Q2 2026, an estimated $619K.
  • Applied Materials made up 0.33% of Global Assets Advisory's portfolio in Q2 2026, its #79 holding.
  • Global Assets Advisory first reported a position in Applied Materials in Q3 2024 and has held it in 5 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.