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Instrumental Wealth’s Applied Materials AMAT Stock Holding History

Instrumental Wealth’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 		$369K Buy
+510
New +$235K 0.19% 53

Other funds holding AMAT

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

Instrumental Wealth's AMAT Position: Q2 2026 in Review

Instrumental Wealth opened a new position in Applied Materials (AMAT) in Q2 2026: 510 shares worth $369K. The stake represents 0.19% of the portfolio and ranks #53 among its holdings.

605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Instrumental Wealth held 510 shares of Applied Materials worth $369K as of Q2 2026.
  • Applied Materials was a new Instrumental Wealth position in Q2 2026.
  • Applied Materials made up 0.19% of Instrumental Wealth's portfolio in Q2 2026, its #53 holding.
  • 605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.