Professional Advisory Services’s Applied Materials AMAT Stock Holding History

Professional Advisory Services’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	$9.56M	Sell	13,230 -6,661	-33%	-$3.07M	1.14%	30
2026 Q1	$6.8M	Sell	19,891 -10,809	-35%	-$3.64M	0.94%	33
2025 Q4	$7.89M	Sell	30,700 -8,874	-22%	-$2.13M	1.02%	32
2025 Q3	$8.1M	Sell	39,574 -1,309	-3%	-$238K	1.05%	34
2025 Q2	$7.48M	Sell	40,883 -392	-0.9%	-$62.1K	1.02%	34
2025 Q1	$5.99M	Buy	+41,275	New	+$6.94M	0.84%	33

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

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

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

Professional Advisory Services's AMAT Position: Q2 2026 in Review

Professional Advisory Services reduced its Applied Materials (AMAT) stake by 33% in Q2 2026, selling an estimated $3.07M and leaving 13,230 shares worth $9.56M. The position accounts for 1.14% of the portfolio, ranked #30.

Professional Advisory Services first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 1,477 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Professional Advisory Services held 13,230 shares of Applied Materials worth $9.56M as of Q2 2026.
Professional Advisory Services sold 6,661 Applied Materials shares in Q2 2026, an estimated $3.07M.
Applied Materials made up 1.14% of Professional Advisory Services's portfolio in Q2 2026, its #30 holding.
Professional Advisory Services first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
1,477 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.