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Legacy Financial Advisors’s Applied Materials AMAT Stock Holding History

Legacy Financial Advisors’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 		$4.93M Buy
6,825
+116
+2% +$53.5K 0.6% 28
2026
Q1 		$2.29M Buy
6,709
+1,104
+20% +$371K 0.32% 51
2025
Q4 		$1.44M Buy
5,605
+850
+18% +$204K 0.2% 89
2025
Q3 		$974K Buy
4,755
+191
+4% +$34.7K 0.13% 127
2025
Q2 		$836K Buy
4,564
+109
+2% +$17.3K 0.13% 132
2025
Q1 		$646K Buy
4,455
+255
+6% +$42.9K 0.11% 158
2024
Q4 		$683K Buy
4,200
+191
+5% +$34.6K 0.11% 150
2024
Q3 		$810K Sell
4,009
-958
-19% -$196K 0.14% 124
2024
Q2 		$1.17M Buy
4,967
+826
+20% +$177K 0.21% 75
2024
Q1 		$854K Buy
4,141
+149
+4% +$27.3K 0.15% 109
2023
Q4 		$647K Buy
3,992
+167
+4% +$24.5K 0.12% 129
2023
Q3 		$530K Buy
3,825
+133
+4% +$19.1K 0.11% 127
2023
Q2 		$534K Buy
3,692
+116
+3% +$14.5K 0.1% 132
2023
Q1 		$439K Sell
3,576
-184
-5% -$21.1K 0.09% 140
2022
Q4 		$366K Buy
3,760
+524
+16% +$50.3K 0.08% 151
2022
Q3 		$265K Sell
3,236
-640
-17% -$61.7K 0.06% 173
2022
Q2 		$353K Buy
3,876
+483
+14% +$53K 0.09% 128
2022
Q1 		$447K Buy
3,393
+107
+3% +$14.7K 0.1% 112
2021
Q4 		$517K Buy
3,286
+131
+4% +$19K 0.12% 89
2021
Q3 		$406K Buy
3,155
+145
+5% +$19.7K 0.1% 99
2021
Q2 		$429K Sell
3,010
-21
-0.7% -$2.82K 0.11% 85
2021
Q1 		$405K Buy
3,031
+398
+15% +$43.9K 0.11% 80
2020
Q4 		$227K Buy
+2,633
New +$195K 0.06% 128
2019
Q2 		– Sell
-2,332
Closed -$92K – 156
2019
Q1 		$92K Sell
2,332
-73
-3% -$2.77K 0.03% 177
2018
Q4 		$79K Buy
2,405
+300
+14% +$10.3K 0.03% 170
2018
Q3 		$81K Sell
2,105
-41
-2% -$1.81K 0.03% 195
2018
Q2 		$99K Hold
2,146
– – 0.04% 169
2018
Q1 		$117K Hold
2,146
– – 0.05% 152
2017
Q4 		$109K Buy
+2,146
New +$116K 0.04% 171

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

Legacy Financial Advisors's AMAT Position: Q2 2026 in Review

Legacy Financial Advisors increased its Applied Materials (AMAT) stake by 1.7% in Q2 2026, buying an estimated $53.5K and bringing the position to 6,825 shares worth $4.93M. The position accounts for 0.6% of the portfolio, ranked #28.

Legacy Financial Advisors first reported a position in AMAT in Q4 2017 and has held it in 29 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Legacy Financial Advisors held 6,825 shares of Applied Materials worth $4.93M as of Q2 2026.
  • Legacy Financial Advisors bought 116 Applied Materials shares in Q2 2026, an estimated $53.5K.
  • Applied Materials made up 0.6% of Legacy Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Legacy Financial Advisors first reported a position in Applied Materials in Q4 2017 and has held it in 29 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.