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Mosaic Financial Group’s Applied Materials AMAT Stock Holding History

Mosaic 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 		$1.2M Buy
1,658
+2
+0.1% +$923 0.77% 32
2026
Q1 		$566K Buy
1,656
+3
+0.2% +$1.01K 0.4% 56
2025
Q4 		$425K Buy
1,653
+3
+0.2% +$719 0.29% 74
2025
Q3 		$338K Hold
1,650
– – 0.24% 85
2025
Q2 		$302K Hold
1,650
– – 0.23% 93
2025
Q1 		$239K Hold
1,650
– – 0.19% 102
2024
Q4 		$268K Hold
1,650
– – 0.19% 97
2024
Q3 		$333K Hold
1,650
– – 0.24% 78
2024
Q2 		$389K Hold
1,650
– – 0.28% 68
2024
Q1 		$340K Buy
+1,650
New +$303K 0.27% 75

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Mosaic Financial Group increased its Applied Materials (AMAT) stake by 0.12% in Q2 2026, buying an estimated $923 and bringing the position to 1,658 shares worth $1.2M. The position accounts for 0.77% of the portfolio, ranked #32.

Mosaic Financial Group first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Mosaic Financial Group held 1,658 shares of Applied Materials worth $1.2M as of Q2 2026.
  • Mosaic Financial Group bought 2 Applied Materials shares in Q2 2026, an estimated $923.
  • Applied Materials made up 0.77% of Mosaic Financial Group's portfolio in Q2 2026, its #32 holding.
  • Mosaic Financial Group first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.