One Wealth Capital Management’s Applied Materials AMAT Stock Holding History

One Wealth Capital 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	$745K	Buy	1,031 +410	+66%	+$189K	0.21%	67
2026 Q1	$237K	Buy	+621	New	+$209K	0.1%	105
2025 Q4	–	Sell	-1,393	Closed	-$285K	–	136
2025 Q3	$285K	Buy	1,393 +123	+10%	+$22.3K	0.13%	93
2025 Q2	$232K	Buy	+1,270	New	+$201K	0.11%	95

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

One Wealth Capital Management's AMAT Position: Q2 2026 in Review

One Wealth Capital Management increased its Applied Materials (AMAT) stake by 66% in Q2 2026, buying an estimated $189K and bringing the position to 1,031 shares worth $745K. The position accounts for 0.21% of the portfolio, ranked #67.

One Wealth Capital Management first reported a position in AMAT in Q2 2025 and has held it in 4 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

One Wealth Capital Management held 1,031 shares of Applied Materials worth $745K as of Q2 2026.
One Wealth Capital Management bought 410 Applied Materials shares in Q2 2026, an estimated $189K.
Applied Materials made up 0.21% of One Wealth Capital Management's portfolio in Q2 2026, its #67 holding.
One Wealth Capital Management first reported a position in Applied Materials in Q2 2025 and has held it in 4 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.