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Independent Financial Group’s Applied Materials AMAT Stock Holding History

Independent Financial 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 		$16.2M Buy
22,350
+8,122
+57% +$3.75M 0.3% 59
2026
Q1 		$4.86M Buy
14,228
+4,639
+48% +$1.56M 0.11% 182
2025
Q4 		$2.46M Buy
9,589
+2,580
+37% +$619K 0.06% 338
2025
Q3 		$1.44M Buy
7,009
+46
+0.7% +$8.35K 0.03% 494
2025
Q2 		$1.27M Sell
6,963
-2,725
-28% -$432K 0.04% 471
2025
Q1 		$1.41M Sell
9,688
-753
-7% -$127K 0.05% 385
2024
Q4 		$1.7M Sell
10,441
-1,036
-9% -$188K 0.06% 333
2024
Q3 		$2.32M Sell
11,477
-1,256
-10% -$258K 0.09% 242
2024
Q2 		$3M Buy
12,733
+5,092
+67% +$1.09M 0.12% 161
2024
Q1 		$1.58M Buy
7,641
+1,197
+19% +$220K 0.07% 265
2023
Q4 		$1.04M Sell
6,444
-27
-0.4% -$3.97K 0.06% 353
2023
Q3 		$896K Sell
6,471
-4,585
-41% -$657K 0.06% 342
2023
Q2 		$1.6M Buy
11,056
+3,517
+47% +$440K 0.11% 202
2023
Q1 		$926K Sell
7,539
-73
-1% -$8.38K 0.07% 294
2022
Q4 		$741K Buy
7,612
+5,130
+207% +$492K 0.06% 323
2022
Q3 		$203K Sell
2,482
-12,352
-83% -$1.19M 0.02% 669
2022
Q2 		$1.35M Sell
14,834
-3,026
-17% -$332K 0.14% 163
2022
Q1 		$2.35M Sell
17,860
-661
-4% -$91K 0.19% 107
2021
Q4 		$2.91M Buy
18,521
+3,020
+19% +$437K 0.24% 79
2021
Q3 		$2M Sell
15,501
-1,356
-8% -$184K 0.2% 107
2021
Q2 		$2.4M Buy
16,857
+2,121
+14% +$285K 0.25% 87
2021
Q1 		$1.97M Buy
14,736
+2,095
+17% +$231K 0.25% 96
2020
Q4 		$1.09M Sell
12,641
-2,548
-17% -$188K 0.16% 153
2020
Q3 		$903K Sell
15,189
-1,949
-11% -$120K 0.17% 141
2020
Q2 		$1.04M Buy
17,138
+102
+0.6% +$5.5K 0.23% 112
2020
Q1 		$781K Buy
+17,036
New +$979K 0.23% 110

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Financial Group's AMAT Position: Q2 2026 in Review

Independent Financial Group increased its Applied Materials (AMAT) stake by 57% in Q2 2026, buying an estimated $3.75M and bringing the position to 22,350 shares worth $16.2M. The position accounts for 0.3% of the portfolio, ranked #59.

Independent Financial Group first reported a position in AMAT in Q1 2020 and has held it in 26 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Independent Financial Group held 22,350 shares of Applied Materials worth $16.2M as of Q2 2026.
  • Independent Financial Group bought 8,122 Applied Materials shares in Q2 2026, an estimated $3.75M.
  • Applied Materials made up 0.3% of Independent Financial Group's portfolio in Q2 2026, its #59 holding.
  • Independent Financial Group first reported a position in Applied Materials in Q1 2020 and has held it in 26 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.