National Wealth Management Group’s Applied Materials AMAT Stock Holding History

National Wealth Management 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	$2.02M	Sell	2,797 -496	-15%	-$229K	0.63%	47
2026 Q1	$1.13M	Sell	3,293 -1,310	-28%	-$441K	0.42%	53
2025 Q4	$1.18M	Buy	4,603 +3,377	+275%	+$810K	0.41%	49
2025 Q3	$251K	Sell	1,226 -160	-12%	-$29K	0.09%	205
2025 Q2	$254K	Buy	+1,386	New	+$220K	0.14%	135
2024 Q3	–	Sell	-4,830	Closed	-$1.14M	–	143
2024 Q2	$1.14M	Sell	4,830 -606	-11%	-$130K	0.87%	32
2024 Q1	$1.12M	Buy	+5,436	New	+$997K	0.87%	31

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

National Wealth Management Group's AMAT Position: Q2 2026 in Review

National Wealth Management Group reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $229K and leaving 2,797 shares worth $2.02M. The position accounts for 0.63% of the portfolio, ranked #47.

National Wealth Management Group first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 895 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

National Wealth Management Group held 2,797 shares of Applied Materials worth $2.02M as of Q2 2026.
National Wealth Management Group sold 496 Applied Materials shares in Q2 2026, an estimated $229K.
Applied Materials made up 0.63% of National Wealth Management Group's portfolio in Q2 2026, its #47 holding.
National Wealth Management Group first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
895 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.