KW
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KWB Wealth’s Applied Materials AMAT Stock Holding History

KWB Wealth’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 		$1.47M Hold
2,029
– – 0.13% 77
2026
Q1 		$521K Hold
2,029
– – 0.05% 95
2025
Q4 		$521K Buy
2,029
+255
+14% +$61.1K 0.05% 99
2025
Q3 		$325K Hold
1,774
– – 0.04% 111
2025
Q2 		$257K Hold
1,774
– – 0.03% 135
2025
Q1 		$289K Buy
1,774
+93
+6% +$15.6K 0.03% 126
2024
Q4 		$340K Sell
1,681
-1,302
-44% -$236K 0.04% 109
2024
Q3 		$704K Sell
2,983
-825
-22% -$169K 0.09% 70
2024
Q2 		$785K Sell
3,808
-63
-2% -$13.5K 0.11% 69
2024
Q1 		$798K Sell
3,871
-335
-8% -$61.5K 0.11% 69
2023
Q4 		$682K Buy
+4,206
New +$618K 0.1% 71

Other funds holding AMAT

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

KWB Wealth's AMAT Position: Q2 2026 in Review

KWB Wealth held its Applied Materials (AMAT) position steady in Q2 2026 at 2,029 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #77.

KWB Wealth first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • KWB Wealth held 2,029 shares of Applied Materials worth $1.47M as of Q2 2026.
  • KWB Wealth left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.13% of KWB Wealth's portfolio in Q2 2026, its #77 holding.
  • KWB Wealth first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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