One Advisory Partners’s Applied Materials AMAT Stock Holding History

One Advisory Partners’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	$2.92M	Hold	4,033	–	–	0.79%	27
2026 Q1	$1.38M	Hold	4,033	–	–	0.42%	32
2025 Q4	$1.04M	Hold	4,033	–	–	0.31%	31
2025 Q3	$885K	Buy	+4,033	New	+$732K	0.27%	32

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

One Advisory Partners's AMAT Position: Q2 2026 in Review

One Advisory Partners held its Applied Materials (AMAT) position steady in Q2 2026 at 4,033 shares worth $2.92M. The position accounts for 0.79% of the portfolio, ranked #27.

One Advisory Partners first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

One Advisory Partners held 4,033 shares of Applied Materials worth $2.92M as of Q2 2026.
One Advisory Partners left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.79% of One Advisory Partners's portfolio in Q2 2026, its #27 holding.
One Advisory Partners first reported a position in Applied Materials in Q3 2025 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 One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.