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Kaizen Financial Strategies’s Applied Materials AMAT Stock Holding History

Kaizen Financial Strategies’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 		$1.34M Sell
2,060
-174
-8% -$80.3K 0.44% 42
2026
Q1 		$871K Sell
2,234
-9
-0.4% -$3.03K 0.37% 48
2025
Q4 		$577K Sell
2,243
-326
-13% -$78.2K 0.25% 71
2025
Q3 		$600K Sell
2,569
-860
-25% -$156K 0.27% 70
2025
Q2 		$628K Buy
3,429
+76
+2% +$12K 0.32% 62
2025
Q1 		$487K Sell
3,353
-98
-3% -$16.5K 0.28% 68
2024
Q4 		$561K Buy
3,451
+2
+0.1% +$362 0.32% 54
2024
Q3 		$697K Sell
3,449
-209
-6% -$42.9K 0.4% 45
2024
Q2 		$720K Buy
3,658
+47
+1% +$10.1K 0.45% 40
2024
Q1 		$745K Sell
3,611
-122
-3% -$22.4K 0.51% 36
2023
Q4 		$605K Buy
3,733
+72
+2% +$10.6K 0.46% 39
2023
Q3 		$507K Sell
3,661
-2,555
-41% -$366K 0.43% 40
2023
Q2 		$863K Sell
6,216
-4,139
-40% -$518K 0.74% 27
2023
Q1 		$1.27M Sell
10,355
-435
-4% -$50K 1.25% 18
2022
Q4 		$1.19M Sell
10,790
-1,647
-13% -$158K 1.17% 27
2022
Q3 		$1.02M Sell
12,437
-1,023
-8% -$98.6K 1.03% 29
2022
Q2 		$1.23M Sell
13,460
-102
-0.8% -$11.2K 1.21% 26
2022
Q1 		$1.79M Buy
13,562
+216
+2% +$29.7K 1.4% 21
2021
Q4 		$2.1M Buy
13,346
+6,459
+94% +$936K 1.57% 16
2021
Q3 		$887K Buy
+6,887
New +$935K 0.71% 45
2021
Q1 		$1.12M Buy
8,386
+86
+1% +$9.48K 1.07% 26
2020
Q4 		$716K Buy
+8,300
New +$614K 0.8% 37

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kaizen Financial Strategies's AMAT Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Applied Materials (AMAT) stake by 7.8% in Q2 2026, selling an estimated $80.3K and leaving 2,060 shares worth $1.34M. The position accounts for 0.44% of the portfolio, ranked #42.

Kaizen Financial Strategies first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q4 2021. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Kaizen Financial Strategies held 2,060 shares of Applied Materials worth $1.34M as of Q2 2026.
  • Kaizen Financial Strategies sold 174 Applied Materials shares in Q2 2026, an estimated $80.3K.
  • Applied Materials made up 0.44% of Kaizen Financial Strategies's portfolio in Q2 2026, its #42 holding.
  • Kaizen Financial Strategies first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Applied Materials position peaked at $2.1M in Q4 2021.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.