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Oxford Financial Group’s Applied Materials AMAT Stock Holding History

Oxford 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 		$2.52M Sell
3,480
-244
-7% -$113K 0.13% 57
2026
Q1 		$1.27M Buy
+3,724
New +$1.25M 0.07% 79
2024
Q3 		– Sell
-1,663
Closed -$392K – 299
2024
Q2 		$392K Buy
+1,663
New +$357K 0.03% 180

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

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

Oxford Financial Group reduced its Applied Materials (AMAT) stake by 6.6% in Q2 2026, selling an estimated $113K and leaving 3,480 shares worth $2.52M. The position accounts for 0.13% of the portfolio, ranked #57.

Oxford Financial Group first reported a position in AMAT in Q2 2024 and has held it in 3 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Oxford Financial Group held 3,480 shares of Applied Materials worth $2.52M as of Q2 2026.
  • Oxford Financial Group sold 244 Applied Materials shares in Q2 2026, an estimated $113K.
  • Applied Materials made up 0.13% of Oxford Financial Group's portfolio in Q2 2026, its #57 holding.
  • Oxford Financial Group first reported a position in Applied Materials in Q2 2024 and has held it in 3 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.