Phillips Financial Management’s Applied Materials AMAT Stock Holding History

Phillips Financial 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	$434K	Buy	+600	New	+$277K	0.03%	148

Other funds holding AMAT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Phillips Financial Management's AMAT Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Applied Materials (AMAT) in Q2 2026: 600 shares worth $434K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

1,739 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Phillips Financial Management held 600 shares of Applied Materials worth $434K as of Q2 2026.
Applied Materials was a new Phillips Financial Management position in Q2 2026.
Applied Materials made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #148 holding.
1,739 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.