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Guyasuta Investment Advisors’s Applied Materials AMAT Stock Holding History

Guyasuta 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 		$78.9M Sell
109,153
-4,512
-4% -$2.08M 4.08% 4
2026
Q1 		$38.8M Sell
113,665
-1,737
-2% -$584K 2.25% 15
2025
Q4 		$29.7M Sell
115,402
-624
-0.5% -$150K 1.69% 19
2025
Q3 		$23.8M Buy
116,026
+518
+0.4% +$94K 1.37% 22
2025
Q2 		$21.1M Buy
115,508
+1,116
+1% +$177K 1.3% 22
2025
Q1 		$16.6M Sell
114,392
-806
-0.7% -$136K 1.09% 27
2024
Q4 		$18.7M Buy
115,198
+1,562
+1% +$283K 1.18% 26
2024
Q3 		$23M Buy
113,636
+1,612
+1% +$331K 1.42% 24
2024
Q2 		$18.2M Sell
112,024
-2,027
-2% -$435K 1.34% 24
2024
Q1 		$18.5M Sell
114,051
-515
-0.4% -$94.5K 1.34% 24
2023
Q4 		$18.6M Sell
114,566
-1,977
-2% -$290K 1.34% 24
2023
Q3 		$16.1M Buy
116,543
+917
+0.8% +$131K 1.25% 26
2023
Q2 		$16.7M Sell
115,626
-601
-0.5% -$75.2K 1.24% 25
2023
Q1 		$14.3M Buy
116,227
+822
+0.7% +$94.4K 1.1% 30
2022
Q4 		$11.2M Buy
115,405
+1,228
+1% +$118K 0.89% 35
2022
Q3 		$9.36M Buy
114,177
+110,884
+3,367% +$10.7M 0.81% 35
2022
Q2 		$300K Buy
3,293
+100
+3% +$11K 0.02% 217
2022
Q1 		$421K Sell
3,193
-500
-14% -$68.8K 0.03% 196
2021
Q4 		$581K Buy
3,693
+1,825
+98% +$264K 0.04% 179
2021
Q3 		$240K Hold
1,868
– – 0.02% 242
2021
Q2 		$266K Hold
1,868
– – 0.02% 231
2021
Q1 		$250K Buy
+1,868
New +$206K 0.02% 224

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Guyasuta Investment Advisors reduced its Applied Materials (AMAT) stake by 4% in Q2 2026, selling an estimated $2.08M and leaving 109,153 shares worth $78.9M. The position accounts for 4.08% of the portfolio, ranked #4.

Guyasuta Investment Advisors first reported a position in AMAT in Q1 2021 and has held it in 22 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Guyasuta Investment Advisors held 109,153 shares of Applied Materials worth $78.9M as of Q2 2026.
  • Guyasuta Investment Advisors sold 4,512 Applied Materials shares in Q2 2026, an estimated $2.08M.
  • Applied Materials made up 4.08% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Guyasuta Investment Advisors first reported a position in Applied Materials in Q1 2021 and has held it in 22 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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