J. Safra Asset Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.18M Buy
3,015
+129
+4% +$59.5K 0.1% 65
2026
Q1
$986K Buy
2,886
+2,796
+3,107% +$941K 0.05% 100
2025
Q4
$23.1K Buy
+90
New +$21.6K ﹤0.01% 315

Other funds holding AMAT

J. Safra Asset Management's AMAT Position: Q2 2026 in Review

J. Safra Asset Management increased its Applied Materials (AMAT) stake by 4.5% in Q2 2026, buying an estimated $59.5K and bringing the position to 3,015 shares worth $2.18M. The position accounts for 0.1% of the portfolio, ranked #65.

J. Safra Asset Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • J. Safra Asset Management held 3,015 shares of Applied Materials worth $2.18M as of Q2 2026.
  • J. Safra Asset Management bought 129 Applied Materials shares in Q2 2026, an estimated $59.5K.
  • Applied Materials made up 0.1% of J. Safra Asset Management's portfolio in Q2 2026, its #65 holding.
  • J. Safra Asset Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.