JAG
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Journey Advisory Group’s Applied Materials AMAT Stock Holding History

Journey Advisory 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 		$8.14M Buy
11,263
+648
+6% +$299K 0.62% 42
2026
Q1 		$3.63M Sell
10,615
-2,625
-20% -$883K 0.31% 84
2025
Q4 		$3.4M Buy
13,240
+50
+0.4% +$12K 0.29% 98
2025
Q3 		$2.7M Sell
13,190
-181
-1% -$32.8K 0.2% 108
2025
Q2 		$2.45M Hold
13,371
– – 0.19% 115
2025
Q1 		$1.94M Buy
13,371
+100
+0.8% +$16.8K 0.16% 114
2024
Q4 		$3.13M Hold
13,271
– – 0.38% 68
2024
Q3 		$3.13M Hold
13,271
– – 0.38% 68
2024
Q2 		$3.13M Hold
13,271
– – 0.37% 68
2024
Q1 		$2.74M Buy
13,271
+1,590
+14% +$292K 0.34% 73
2023
Q4 		$1.89M Hold
11,681
– – 0.26% 86
2023
Q3 		$1.62M Sell
11,681
-100
-0.8% -$14.3K 0.24% 89
2023
Q2 		$1.7M Hold
11,781
– – 0.25% 90
2023
Q1 		$1.45M Buy
11,781
+664
+6% +$76.3K 0.23% 98
2022
Q4 		$1.08M Buy
+11,117
New +$1.07M 0.27% 88

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Journey Advisory Group's AMAT Position: Q2 2026 in Review

Journey Advisory Group increased its Applied Materials (AMAT) stake by 6.1% in Q2 2026, buying an estimated $299K and bringing the position to 11,263 shares worth $8.14M. The position accounts for 0.62% of the portfolio, ranked #42.

Journey Advisory Group first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 2,576 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Journey Advisory Group held 11,263 shares of Applied Materials worth $8.14M as of Q2 2026.
  • Journey Advisory Group bought 648 Applied Materials shares in Q2 2026, an estimated $299K.
  • Applied Materials made up 0.62% of Journey Advisory Group's portfolio in Q2 2026, its #42 holding.
  • Journey Advisory Group first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
  • 2,576 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.