Oak Asset Management’s Applied Materials AMAT Stock Holding History

Oak Asset 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	$482K	Hold	667	–	–	0.16%	80
2026 Q1	$228K	Buy	+667	New	+$224K	0.08%	102

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Oak Asset Management's AMAT Position: Q2 2026 in Review

Oak Asset Management held its Applied Materials (AMAT) position steady in Q2 2026 at 667 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #80.

Oak Asset Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Oak Asset Management held 667 shares of Applied Materials worth $482K as of Q2 2026.
Oak Asset Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.16% of Oak Asset Management's portfolio in Q2 2026, its #80 holding.
Oak Asset Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
796 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.