Insight Advisors’s Applied Materials AMAT Stock Holding History

Insight Advisors’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	$640K	Buy	886 +144	+19%	+$66.4K	0.11%	115
2026 Q1	$253K	Buy	+742	New	+$250K	0.05%	204
2023 Q3	–	Sell	-1,409	Closed	-$204K	–	277
2023 Q2	$204K	Sell	1,409 -695	-33%	-$87K	0.05%	267
2023 Q1	$258K	Sell	2,104 -3,280	-61%	-$377K	0.06%	248
2022 Q4	$522K	Sell	5,384 -895	-14%	-$85.9K	0.18%	146
2022 Q3	$514K	Sell	6,279 -728	-10%	-$70.2K	0.2%	131
2022 Q2	$712K	Sell	7,007 -552	-7%	-$60.5K	0.24%	108
2022 Q1	$997K	Buy	7,559 +3,932	+108%	+$541K	0.3%	95
2021 Q4	$571K	Sell	3,627 -6	-0.2%	-$869	0.17%	146
2021 Q3	$545K	Sell	3,633 -1,450	-29%	-$197K	0.16%	158
2021 Q2	$722K	Buy	+5,083	New	+$682K	0.23%	116

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Insight Advisors's AMAT Position: Q2 2026 in Review

Insight Advisors increased its Applied Materials (AMAT) stake by 19% in Q2 2026, buying an estimated $66.4K and bringing the position to 886 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #115.

Insight Advisors first reported a position in AMAT in Q2 2021 and has held it in 11 quarters since. The position peaked at $997K in Q1 2022. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Insight Advisors held 886 shares of Applied Materials worth $640K as of Q2 2026.
Insight Advisors bought 144 Applied Materials shares in Q2 2026, an estimated $66.4K.
Applied Materials made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #115 holding.
Insight Advisors first reported a position in Applied Materials in Q2 2021 and has held it in 11 quarters since.
Insight Advisors's Applied Materials position peaked at $997K in Q1 2022.
3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.