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Heritage Wealth Management (California)’s Applied Materials AMAT Stock Holding History

Heritage Wealth Management (California)’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 		$443K Buy
+613
New +$283K 0.17% 69

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Heritage Wealth Management (California)'s AMAT Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in Applied Materials (AMAT) in Q2 2026: 613 shares worth $443K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings.

1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Heritage Wealth Management (California) held 613 shares of Applied Materials worth $443K as of Q2 2026.
  • Applied Materials was a new Heritage Wealth Management (California) position in Q2 2026.
  • Applied Materials made up 0.17% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #69 holding.
  • 1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.