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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HF Advisory Group's AMAT Position: Q2 2026 in Review

HF Advisory Group reduced its Applied Materials (AMAT) stake by 13% in Q2 2026, selling an estimated $441K and leaving 6,178 shares worth $4.47M. The position accounts for 1.38% of the portfolio, ranked #17.

HF Advisory Group first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

HF Advisory Group held 6,178 shares of Applied Materials worth $4.47M as of Q2 2026.
HF Advisory Group sold 955 Applied Materials shares in Q2 2026, an estimated $441K.
Applied Materials made up 1.38% of HF Advisory Group's portfolio in Q2 2026, its #17 holding.
HF Advisory Group first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.