HF Advisory Group’s Applied Materials AMAT Stock Holding History

HF Advisory Group’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 Q3	$3.92M	Buy	7,668 +1,490	+24%	+$757K	1.17%	25
2026 Q2	$4.47M	Sell	6,178 -955	-13%	-$441K	1.38%	17
2026 Q1	$2.44M	Sell	7,133 -2,625	-27%	-$883K	0.83%	44
2025 Q4	$2.51M	Sell	9,758 -1,794	-16%	-$430K	0.87%	40
2025 Q3	$2.37M	Buy	11,552 +932	+9%	+$169K	0.87%	41
2025 Q2	$1.94M	Buy	10,620 +5,334	+101%	+$845K	0.77%	47
2025 Q1	$767K	Buy	+5,286	New	+$889K	0.34%	105

Other funds holding AMAT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

HF Advisory Group's AMAT Position: Q3 2026 in Review

HF Advisory Group increased its Applied Materials (AMAT) stake by 24% in Q3 2026, buying an estimated $757K and bringing the position to 7,668 shares worth $3.92M. The position accounts for 1.17% of the portfolio, ranked #25.

HF Advisory Group first reported a position in AMAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.47M in Q2 2026. 622 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

HF Advisory Group held 7,668 shares of Applied Materials worth $3.92M as of Q3 2026.
HF Advisory Group bought 1,490 Applied Materials shares in Q3 2026, an estimated $757K.
Applied Materials made up 1.17% of HF Advisory Group's portfolio in Q3 2026, its #25 holding.
HF Advisory Group first reported a position in Applied Materials in Q1 2025 and has held it in 7 quarters since.
HF Advisory Group's Applied Materials position peaked at $4.47M in Q2 2026.
622 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.