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Marshall Financial Group (Maryland)’s Applied Materials AMAT Stock Holding History

Marshall Financial Group (Maryland)’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 		$4.9M Sell
6,776
-1,285
-16% -$593K 0.71% 25
2026
Q1 		$2.76M Sell
8,061
-3
-0% -$1.01K 0.44% 44
2025
Q4 		$2.07M Buy
+8,064
New +$1.93M 0.4% 54
2025
Q1 		– Sell
-1,518
Closed -$247K – 234
2024
Q4 		$247K Sell
1,518
-722
-32% -$131K 0.06% 199
2024
Q3 		$453K Sell
2,240
-19
-0.8% -$3.9K 0.11% 157
2024
Q2 		$533K Sell
2,259
-9,630
-81% -$2.07M 0.15% 126
2024
Q1 		$2.45M Buy
11,889
+970
+9% +$178K 0.71% 31
2023
Q4 		$1.77M Buy
+10,919
New +$1.6M 0.57% 49
2022
Q4 		– Sell
-16,118
Closed -$1.32M – 170
2022
Q3 		$1.32M Buy
16,118
+514
+3% +$49.6K 0.56% 51
2022
Q2 		$1.42M Buy
15,604
+3,633
+30% +$398K 0.57% 50
2022
Q1 		$1.58M Buy
11,971
+396
+3% +$54.5K 0.65% 34
2021
Q4 		$1.82M Buy
11,575
+642
+6% +$93K 0.67% 29
2021
Q3 		$1.41M Buy
10,933
+605
+6% +$82.1K 0.73% 26
2021
Q2 		$1.47M Sell
10,328
-5,838
-36% -$783K 0.79% 20
2021
Q1 		$2.16M Sell
16,166
-527
-3% -$58.1K 1.29% 9
2020
Q4 		$1.44M Buy
+16,693
New +$1.23M 0.94% 21

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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

Marshall Financial Group (Maryland)'s AMAT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Applied Materials (AMAT) stake by 16% in Q2 2026, selling an estimated $593K and leaving 6,776 shares worth $4.9M. The position accounts for 0.71% of the portfolio, ranked #25.

Marshall Financial Group (Maryland) first reported a position in AMAT in Q4 2020 and has held it in 16 quarters since. 1,212 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 6,776 shares of Applied Materials worth $4.9M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,285 Applied Materials shares in Q2 2026, an estimated $593K.
  • Applied Materials made up 0.71% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #25 holding.
  • Marshall Financial Group (Maryland) first reported a position in Applied Materials in Q4 2020 and has held it in 16 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.