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Impact Capital Partners’s Applied Materials AMAT Stock Holding History

Impact Capital Partners’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 		$1.62M Sell
2,236
-108
-5% -$49.8K 0.44% 54
2026
Q1 		$801K Buy
2,344
+372
+19% +$125K 0.24% 86
2025
Q4 		$507K Sell
1,972
-39
-2% -$9.35K 0.15% 138
2025
Q3 		$412K Sell
2,011
-165
-8% -$29.9K 0.12% 164
2025
Q2 		$398K Sell
2,176
-231
-10% -$36.6K 0.13% 166
2025
Q1 		$349K Sell
2,407
-542
-18% -$91.1K 0.13% 182
2024
Q4 		$480K Buy
+2,949
New +$534K 0.17% 142

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Impact Capital Partners's AMAT Position: Q2 2026 in Review

Impact Capital Partners reduced its Applied Materials (AMAT) stake by 4.6% in Q2 2026, selling an estimated $49.8K and leaving 2,236 shares worth $1.62M. The position accounts for 0.44% of the portfolio, ranked #54.

Impact Capital Partners first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 859 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Impact Capital Partners held 2,236 shares of Applied Materials worth $1.62M as of Q2 2026.
  • Impact Capital Partners sold 108 Applied Materials shares in Q2 2026, an estimated $49.8K.
  • Applied Materials made up 0.44% of Impact Capital Partners's portfolio in Q2 2026, its #54 holding.
  • Impact Capital Partners first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 859 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.