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JFS Wealth Advisors’s Applied Materials AMAT Stock Holding History

JFS Wealth 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 		$296K Buy
409
+17
+4% +$7.84K 0.01% 295
2026
Q1 		$134K Buy
392
+17
+5% +$5.72K 0.01% 380
2025
Q4 		$96.4K Buy
375
+74
+25% +$17.7K 0.01% 418
2025
Q3 		$61.6K Sell
301
-44
-13% -$7.98K ﹤0.01% 477
2025
Q2 		$63.2K Buy
345
+48
+16% +$7.61K ﹤0.01% 440
2025
Q1 		$43.1K Buy
297
+8
+3% +$1.34K ﹤0.01% 503
2024
Q4 		$47K Sell
289
-44
-13% -$7.97K ﹤0.01% 472
2024
Q3 		$67.3K Sell
333
-21
-6% -$4.31K ﹤0.01% 421
2024
Q2 		$83.6K Sell
354
-11
-3% -$2.36K 0.01% 340
2024
Q1 		$75.3K Sell
365
-205
-36% -$37.6K 0.01% 366
2023
Q4 		$92.4K Buy
570
+331
+138% +$48.6K 0.01% 318
2023
Q3 		$33.1K Hold
239
– – ﹤0.01% 434
2023
Q2 		$34.5K Sell
239
-31
-11% -$3.88K ﹤0.01% 427
2023
Q1 		$33.2K Buy
270
+27
+11% +$3.1K ﹤0.01% 429
2022
Q4 		$23.7K Buy
243
+29
+14% +$2.78K ﹤0.01% 495
2022
Q3 		$18K Sell
214
-127
-37% -$12.2K ﹤0.01% 588
2022
Q2 		$31K Buy
341
+181
+113% +$19.9K ﹤0.01% 492
2022
Q1 		$21K Buy
160
+63
+65% +$8.67K ﹤0.01% 587
2021
Q4 		$15K Buy
97
+69
+246% +$10K ﹤0.01% 614
2021
Q3 		$4K Sell
28
-1
-3% -$136 ﹤0.01% 725
2021
Q2 		$4K Buy
29
+15
+107% +$2.01K ﹤0.01% 506
2021
Q1 		$2K Sell
14
-194
-93% -$21.4K ﹤0.01% 535
2020
Q4 		$18K Sell
208
-61
-23% -$4.51K ﹤0.01% 341
2020
Q3 		$16K Hold
269
– – ﹤0.01% 337
2020
Q2 		$16K Buy
269
+15
+6% +$809 ﹤0.01% 327
2020
Q1 		$12K Buy
+254
New +$14.6K ﹤0.01% 329
2016
Q4 		– Sell
-200
Closed -$6K – 437
2016
Q3 		$6K Hold
200
– – ﹤0.01% 415
2016
Q2 		$5K Hold
200
– – ﹤0.01% 430
2016
Q1 		$4K Hold
200
– – ﹤0.01% 460
2015
Q4 		$4K Hold
200
– – ﹤0.01% 458
2015
Q3 		$3K Buy
+200
New +$3.34K ﹤0.01% 415

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

JFS Wealth Advisors's AMAT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Applied Materials (AMAT) stake by 4.3% in Q2 2026, buying an estimated $7.84K and bringing the position to 409 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #295.

JFS Wealth Advisors first reported a position in AMAT in Q3 2015 and has held it in 31 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • JFS Wealth Advisors held 409 shares of Applied Materials worth $296K as of Q2 2026.
  • JFS Wealth Advisors bought 17 Applied Materials shares in Q2 2026, an estimated $7.84K.
  • Applied Materials made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • JFS Wealth Advisors first reported a position in Applied Materials in Q3 2015 and has held it in 31 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.