Peak Financial Advisors’s Applied Materials AMAT Stock Holding History

Peak Financial Advisors’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	$369K	Buy	+511	New	+$236K	0.15%	68
2025 Q1	–	Sell	-6,678	Closed	-$1.09M	–	73
2024 Q4	$1.09M	Sell	6,678 -9,149	-58%	-$1.66M	0.56%	41
2024 Q3	$3.2M	Buy	+15,827	New	+$3.25M	1.64%	18
2024 Q1	–	Sell	-16,065	Closed	-$2.6M	–	71
2023 Q4	$2.6M	Buy	+16,065	New	+$2.36M	1.74%	20

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

Peak Financial Advisors's AMAT Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Applied Materials (AMAT) in Q2 2026: 511 shares worth $369K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings. This is a return to the name: Peak Financial Advisors previously reported a position in AMAT as recently as Q4 2024.

Peak Financial Advisors first reported a position in AMAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.2M in Q3 2024. 817 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Peak Financial Advisors held 511 shares of Applied Materials worth $369K as of Q2 2026.
Applied Materials was a new Peak Financial Advisors position in Q2 2026.
Applied Materials made up 0.15% of Peak Financial Advisors's portfolio in Q2 2026, its #68 holding.
Peak Financial Advisors first reported a position in Applied Materials in Q4 2023 and has held it in 4 quarters since.
Peak Financial Advisors's Applied Materials position peaked at $3.2M in Q3 2024.
817 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.