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 Q2	$287K	Buy	+503	New	+$232K	0.06%	123

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kraft Davis & Associates's AMAT Position: Q2 2026 in Review

Kraft Davis & Associates opened a new position in Applied Materials (AMAT) in Q2 2026: 503 shares worth $287K. The stake represents 0.06% of the portfolio and ranks #123 among its holdings.

605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Kraft Davis & Associates held 503 shares of Applied Materials worth $287K as of Q2 2026.
Applied Materials was a new Kraft Davis & Associates position in Q2 2026.
Applied Materials made up 0.06% of Kraft Davis & Associates's portfolio in Q2 2026, its #123 holding.
605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.