LifeSteps Financial’s Applied Materials AMAT Stock Holding History

LifeSteps Financial’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	$686K	Buy	949 +25	+3%	+$11.5K	0.32%	50
2026 Q1	$316K	Hold	924	–	–	0.2%	72
2025 Q4	$237K	Sell	924 -196	-18%	-$47K	0.15%	80
2025 Q3	$229K	Hold	1,120	–	–	0.15%	83
2025 Q2	$205K	Buy	+1,120	New	+$177K	0.14%	83
2024 Q4	–	Sell	-1,120	Closed	-$226K	–	83
2024 Q3	$226K	Hold	1,120	–	–	0.18%	75
2024 Q2	$264K	Hold	1,120	–	–	0.22%	69
2024 Q1	$231K	Buy	+1,120	New	+$205K	0.17%	76

Other funds holding AMAT

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

LifeSteps Financial's AMAT Position: Q2 2026 in Review

LifeSteps Financial increased its Applied Materials (AMAT) stake by 2.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 949 shares worth $686K. The position accounts for 0.32% of the portfolio, ranked #50.

LifeSteps Financial first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

LifeSteps Financial held 949 shares of Applied Materials worth $686K as of Q2 2026.
LifeSteps Financial bought 25 Applied Materials shares in Q2 2026, an estimated $11.5K.
Applied Materials made up 0.32% of LifeSteps Financial's portfolio in Q2 2026, its #50 holding.
LifeSteps Financial first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.