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LVW Advisors’s Applied Materials AMAT Stock Holding History

LVW 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 		$2.55M Sell
3,528
-187
-5% -$86.3K 0.22% 64
2026
Q1 		$1.27M Buy
3,715
+979
+36% +$329K 0.12% 93
2025
Q4 		$703K Sell
2,736
-930
-25% -$223K 0.07% 136
2025
Q3 		$751K Sell
3,666
-130
-3% -$23.6K 0.08% 133
2025
Q2 		$695K Buy
3,796
+435
+13% +$68.9K 0.08% 149
2025
Q1 		$488K Buy
3,361
+117
+4% +$19.7K 0.06% 174
2024
Q4 		$528K Sell
3,244
-794
-20% -$144K 0.06% 182
2024
Q3 		$816K Sell
4,038
-499
-11% -$102K 0.1% 136
2024
Q2 		$1.07M Buy
4,537
+863
+23% +$185K 0.16% 92
2024
Q1 		$758K Buy
3,674
+563
+18% +$103K 0.13% 122
2023
Q4 		$504K Buy
3,111
+32
+1% +$4.7K 0.09% 154
2023
Q3 		$426K Sell
3,079
-47
-2% -$6.74K 0.09% 143
2023
Q2 		$452K Sell
3,126
-283
-8% -$35.4K 0.09% 135
2023
Q1 		$419K Buy
3,409
+354
+12% +$40.7K 0.08% 154
2022
Q4 		$297K Sell
3,055
-44
-1% -$4.22K 0.06% 188
2022
Q3 		$254K Sell
3,099
-111
-3% -$10.7K 0.06% 186
2022
Q2 		$292K Buy
3,210
+31
+1% +$3.4K 0.06% 187
2022
Q1 		$419K Buy
3,179
+51
+2% +$7.02K 0.07% 166
2021
Q4 		$492K Sell
3,128
-463
-13% -$67.1K 0.08% 149
2021
Q3 		$462K Buy
3,591
+596
+20% +$80.9K 0.08% 166
2021
Q2 		$426K Sell
2,995
-35
-1% -$4.7K 0.08% 162
2021
Q1 		$405K Sell
3,030
-595
-16% -$65.6K 0.08% 165
2020
Q4 		$313K Sell
3,625
-766
-17% -$56.6K 0.06% 163
2020
Q3 		$261K Sell
4,391
-37
-0.8% -$2.29K 0.06% 163
2020
Q2 		$268K Buy
+4,428
New +$239K 0.06% 154

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LVW Advisors's AMAT Position: Q2 2026 in Review

LVW Advisors reduced its Applied Materials (AMAT) stake by 5% in Q2 2026, selling an estimated $86.3K and leaving 3,528 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #64.

LVW Advisors first reported a position in AMAT in Q2 2020 and has held it in 25 quarters since. 1,644 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • LVW Advisors held 3,528 shares of Applied Materials worth $2.55M as of Q2 2026.
  • LVW Advisors sold 187 Applied Materials shares in Q2 2026, an estimated $86.3K.
  • Applied Materials made up 0.22% of LVW Advisors's portfolio in Q2 2026, its #64 holding.
  • LVW Advisors first reported a position in Applied Materials in Q2 2020 and has held it in 25 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.