Heartwood Wealth Advisors’s Applied Materials AMAT Stock Holding History

Heartwood Wealth 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	$1.28M	Sell	1,768 -100	-5%	-$46.1K	0.1%	91
2026 Q1	$638K	Hold	1,868	–	–	0.06%	120
2025 Q4	$480K	Hold	1,868	–	–	0.04%	121
2025 Q3	$382K	Hold	1,868	–	–	0.04%	136
2025 Q2	$342K	Hold	1,868	–	–	0.04%	136
2025 Q1	$271K	Sell	1,868 -35	-2%	-$5.89K	0.03%	151
2024 Q4	$309K	Hold	1,903	–	–	0.03%	130
2024 Q3	$385K	Sell	1,903 -165	-8%	-$33.8K	0.04%	112
2024 Q2	$488K	Sell	2,068 -180	-8%	-$38.6K	0.06%	98
2024 Q1	$464K	Hold	2,248	–	–	0.06%	91
2023 Q4	$364K	Hold	2,248	–	–	0.05%	99
2023 Q3	$311K	Hold	2,248	–	–	0.05%	102
2023 Q2	$325K	Buy	+2,248	New	+$281K	0.05%	105
2022 Q1	–	Sell	-1,380	Closed	-$217K	–	120
2021 Q4	$217K	Buy	+1,380	New	+$200K	0.03%	100

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

Heartwood Wealth Advisors's AMAT Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Applied Materials (AMAT) stake by 5.4% in Q2 2026, selling an estimated $46.1K and leaving 1,768 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #91.

Heartwood Wealth Advisors first reported a position in AMAT in Q4 2021 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Heartwood Wealth Advisors held 1,768 shares of Applied Materials worth $1.28M as of Q2 2026.
Heartwood Wealth Advisors sold 100 Applied Materials shares in Q2 2026, an estimated $46.1K.
Applied Materials made up 0.1% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Heartwood Wealth Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 14 quarters since.
1,207 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.