Harmony Asset Management’s Applied Materials AMAT Stock Holding History

Harmony Asset Management’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	$3.49M	Sell	4,828 -156	-3%	-$72K	0.94%	26
2026 Q1	$1.7M	Hold	4,984	–	–	0.52%	52
2025 Q4	$1.28M	Hold	4,984	–	–	0.43%	59
2025 Q3	$1.02M	Hold	4,984	–	–	0.35%	70
2025 Q2	$912K	Sell	4,984 -1,050	-17%	-$166K	0.34%	78
2025 Q1	$876K	Sell	6,034 -20,355	-77%	-$3.42M	0.37%	70
2024 Q4	$4.29M	Sell	26,389 -2,072	-7%	-$376K	1.7%	11
2024 Q3	$5.75M	Buy	28,461 +985	+4%	+$202K	2.11%	9
2024 Q2	$6.48M	Sell	27,476 -1,354	-5%	-$291K	2.72%	7
2024 Q1	$5.95M	Buy	28,830 +1,770	+7%	+$325K	2.45%	9
2023 Q4	$4.39M	Buy	+27,060	New	+$3.98M	1.85%	11

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harmony Asset Management's AMAT Position: Q2 2026 in Review

Harmony Asset Management reduced its Applied Materials (AMAT) stake by 3.1% in Q2 2026, selling an estimated $72K and leaving 4,828 shares worth $3.49M. The position accounts for 0.94% of the portfolio, ranked #26.

Harmony Asset Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.48M in Q2 2024. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Harmony Asset Management held 4,828 shares of Applied Materials worth $3.49M as of Q2 2026.
Harmony Asset Management sold 156 Applied Materials shares in Q2 2026, an estimated $72K.
Applied Materials made up 0.94% of Harmony Asset Management's portfolio in Q2 2026, its #26 holding.
Harmony Asset Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's Applied Materials position peaked at $6.48M in Q2 2024.
3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.