Midwest Financial Group’s Applied Materials AMAT Stock Holding History

Midwest Financial Group’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	$1.65M	Buy	2,281 +3	+0.1%	+$1.38K	0.58%	47
2026 Q1	$779K	Hold	2,278	–	–	0.33%	65
2025 Q4	$585K	Buy	2,278 +5	+0.2%	+$1.2K	0.26%	67
2025 Q3	$465K	Hold	2,273	–	–	0.22%	73
2025 Q2	$416K	Hold	2,273	–	–	0.22%	73
2025 Q1	$330K	Hold	2,273	–	–	0.19%	83
2024 Q4	$370K	Hold	2,273	–	–	0.21%	84
2024 Q3	$459K	Hold	2,273	–	–	0.27%	70
2024 Q2	$536K	Hold	2,273	–	–	0.34%	65
2024 Q1	$469K	Buy	2,273 +10	+0.4%	+$1.83K	0.32%	72
2023 Q4	$367K	Hold	2,263	–	–	0.27%	77
2023 Q3	$313K	Hold	2,263	–	–	0.26%	79
2023 Q2	$327K	Hold	2,263	–	–	0.28%	81
2023 Q1	$278K	Buy	+2,263	New	+$260K	0.26%	82

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Midwest Financial Group's AMAT Position: Q2 2026 in Review

Midwest Financial Group increased its Applied Materials (AMAT) stake by 0.13% in Q2 2026, buying an estimated $1.38K and bringing the position to 2,281 shares worth $1.65M. The position accounts for 0.58% of the portfolio, ranked #47.

Midwest Financial Group first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Midwest Financial Group held 2,281 shares of Applied Materials worth $1.65M as of Q2 2026.
Midwest Financial Group bought 3 Applied Materials shares in Q2 2026, an estimated $1.38K.
Applied Materials made up 0.58% of Midwest Financial Group's portfolio in Q2 2026, its #47 holding.
Midwest Financial Group first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.