Heffernan Advisory’s Applied Materials AMAT Stock Holding History

Heffernan 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	$347K	Buy	+480	New	+$221K	0.29%	27

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

Heffernan Advisory's AMAT Position: Q2 2026 in Review

Heffernan Advisory opened a new position in Applied Materials (AMAT) in Q2 2026: 480 shares worth $347K. The stake represents 0.29% of the portfolio and ranks #27 among its holdings.

3,483 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Heffernan Advisory held 480 shares of Applied Materials worth $347K as of Q2 2026.
Applied Materials was a new Heffernan Advisory position in Q2 2026.
Applied Materials made up 0.29% of Heffernan Advisory's portfolio in Q2 2026, its #27 holding.
3,483 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.