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Kraft Davis & Associates’s Applied Materials AMAT Stock Holding History

Kraft Davis & Associates’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
Q3 		$213K Buy
510
+7
+1% +$3.55K 0.04% 142
2026
Q2 		$287K Buy
+503
New +$232K 0.06% 123

Other funds holding AMAT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Kraft Davis & Associates's AMAT Position: Q3 2026 in Review

Kraft Davis & Associates increased its Applied Materials (AMAT) stake by 1.4% in Q3 2026, buying an estimated $3.55K and bringing the position to 510 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #142.

Kraft Davis & Associates first reported a position in AMAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $287K in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Kraft Davis & Associates held 510 shares of Applied Materials worth $213K as of Q3 2026.
  • Kraft Davis & Associates bought 7 Applied Materials shares in Q3 2026, an estimated $3.55K.
  • Applied Materials made up 0.04% of Kraft Davis & Associates's portfolio in Q3 2026, its #142 holding.
  • Kraft Davis & Associates first reported a position in Applied Materials in Q2 2026 and has held it in 2 quarters since.
  • Kraft Davis & Associates's Applied Materials position peaked at $287K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.