GoalVest Advisory’s Applied Materials AMAT Stock Holding History

GoalVest Advisory’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	$7.23K	Buy	10 +2	+25%	+$923	﹤0.01%	364
2026 Q1	$2.73K	Buy	+8	New	+$2.69K	﹤0.01%	419
2025 Q2	–	Sell	-70	Closed	-$10.2K	–	368
2025 Q1	$10.2K	Sell	70 -19	-21%	-$3.19K	﹤0.01%	268
2024 Q4	$14.5K	Buy	89 +14	+19%	+$2.54K	﹤0.01%	263
2024 Q3	$15.2K	Buy	+75	New	+$15.4K	﹤0.01%	287
2023 Q4	–	Sell	-10	Closed	-$1.39K	–	371
2023 Q3	$1.39K	Buy	+10	New	+$1.43K	﹤0.01%	436
2023 Q2	–	Sell	-212	Closed	-$26K	–	364
2023 Q1	$26K	Buy	212 +200	+1,667%	+$23K	0.02%	152
2022 Q4	$1.17K	Hold	12	–	–	﹤0.01%	229
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	236
2022 Q2	$1K	Sell	12 -40	-77%	-$4.39K	﹤0.01%	286
2022 Q1	$7K	Buy	+52	New	+$7.16K	﹤0.01%	256

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

GoalVest Advisory's AMAT Position: Q2 2026 in Review

GoalVest Advisory increased its Applied Materials (AMAT) stake by 25% in Q2 2026, buying an estimated $923 and bringing the position to 10 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

GoalVest Advisory first reported a position in AMAT in Q1 2022 and has held it in 11 quarters since. The position peaked at $26K in Q1 2023. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

GoalVest Advisory held 10 shares of Applied Materials worth $7.23K as of Q2 2026.
GoalVest Advisory bought 2 Applied Materials shares in Q2 2026, an estimated $923.
Applied Materials made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #364 holding.
GoalVest Advisory first reported a position in Applied Materials in Q1 2022 and has held it in 11 quarters since.
GoalVest Advisory's Applied Materials position peaked at $26K in Q1 2023.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.