Harrell Investment Partners’s Applied Materials AMAT Stock Holding History

Harrell Investment Partners’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	$1.61M	Sell	2,227 -450	-17%	-$208K	0.35%	62
2026 Q1	$915K	Hold	2,677	–	–	0.22%	76
2025 Q4	$688K	Hold	2,677	–	–	0.16%	86
2025 Q3	$548K	Hold	2,677	–	–	0.13%	94
2025 Q2	$490K	Buy	2,677 +1,027	+62%	+$163K	0.12%	98
2025 Q1	$239K	Hold	1,650	–	–	0.07%	90
2024 Q4	$268K	Hold	1,650	–	–	0.08%	86
2024 Q3	$333K	Hold	1,650	–	–	0.09%	78
2024 Q2	$389K	Hold	1,650	–	–	0.11%	77
2024 Q1	$340K	Hold	1,650	–	–	0.1%	78
2023 Q4	$267K	Hold	1,650	–	–	0.08%	87
2023 Q3	$230K	Hold	1,650	–	–	0.08%	97
2023 Q2	$238K	Buy	+1,650	New	+$207K	0.08%	91
2022 Q2	–	Sell	-1,650	Closed	-$217K	–	93
2022 Q1	$217K	Hold	1,650	–	–	0.08%	94
2021 Q4	$260K	Hold	1,650	–	–	0.08%	90
2021 Q3	$212K	Hold	1,650	–	–	0.07%	99
2021 Q2	$235K	Hold	1,650	–	–	0.08%	94
2021 Q1	$220K	Buy	+1,650	New	+$182K	0.08%	96

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Harrell Investment Partners's AMAT Position: Q2 2026 in Review

Harrell Investment Partners reduced its Applied Materials (AMAT) stake by 17% in Q2 2026, selling an estimated $208K and leaving 2,227 shares worth $1.61M. The position accounts for 0.35% of the portfolio, ranked #62.

Harrell Investment Partners first reported a position in AMAT in Q1 2021 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Harrell Investment Partners held 2,227 shares of Applied Materials worth $1.61M as of Q2 2026.
Harrell Investment Partners sold 450 Applied Materials shares in Q2 2026, an estimated $208K.
Applied Materials made up 0.35% of Harrell Investment Partners's portfolio in Q2 2026, its #62 holding.
Harrell Investment Partners first reported a position in Applied Materials in Q1 2021 and has held it in 18 quarters since.
1,214 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.