MinichMacGregor Wealth Management’s Applied Materials AMAT Stock Holding History

MinichMacGregor Wealth Management’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	$5.01M	Buy	+6,930	New	+$3.2M	0.76%	43
2018 Q4	–	Sell	-20	Closed	–	–	108
2018 Q3	$0	Hold	20	–	–	﹤0.01%	515
2018 Q2	$0	Hold	20	–	–	﹤0.01%	523
2018 Q1	$1K	Buy	+20	New	+$1.11K	﹤0.01%	441

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

MinichMacGregor Wealth Management's AMAT Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 6,930 shares worth $5.01M. The stake represents 0.76% of the portfolio and ranks #43 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in AMAT as recently as Q3 2018.

MinichMacGregor Wealth Management first reported a position in AMAT in Q1 2018 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

MinichMacGregor Wealth Management held 6,930 shares of Applied Materials worth $5.01M as of Q2 2026.
Applied Materials was a new MinichMacGregor Wealth Management position in Q2 2026.
Applied Materials made up 0.76% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #43 holding.
MinichMacGregor Wealth Management first reported a position in Applied Materials in Q1 2018 and has held it in 4 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.