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Raleigh Capital Management’s Applied Materials AMAT Stock Holding History

Raleigh 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 		$681K Sell
941
-43
-4% -$19.8K 0.22% 114
2026
Q1 		$336K Buy
984
+752
+324% +$253K 0.12% 165
2025
Q4 		$59.7K Sell
232
-169
-42% -$40.5K 0.02% 269
2025
Q3 		$82.1K Sell
401
-18
-4% -$3.27K 0.03% 246
2025
Q2 		$76.8K Sell
419
-49
-10% -$7.76K 0.03% 253
2025
Q1 		$67.9K Sell
468
-1,787
-79% -$301K 0.03% 254
2024
Q4 		$367K Sell
2,255
-208
-8% -$37.7K 0.14% 146
2024
Q3 		$498K Sell
2,463
-1,105
-31% -$227K 0.19% 126
2024
Q2 		$842K Buy
3,568
+262
+8% +$56.2K 0.36% 86
2024
Q1 		$682K Buy
3,306
+337
+11% +$61.8K 0.29% 102
2023
Q4 		$481K Buy
2,969
+175
+6% +$25.7K 0.22% 111
2023
Q3 		$387K Buy
2,794
+2,513
+894% +$360K 0.2% 112
2023
Q2 		$40.6K Sell
281
-50
-15% -$6.26K 0.02% 271
2023
Q1 		$40.6K Buy
331
+174
+111% +$20K 0.02% 271
2022
Q4 		$15.3K Sell
157
-56
-26% -$5.37K 0.01% 359
2022
Q3 		$17K Buy
213
+120
+129% +$11.6K 0.01% 300
2022
Q2 		$8K Sell
93
-17
-15% -$1.86K ﹤0.01% 378
2022
Q1 		$14K Buy
+110
New +$15.1K 0.01% 320

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Raleigh Capital Management's AMAT Position: Q2 2026 in Review

Raleigh Capital Management reduced its Applied Materials (AMAT) stake by 4.4% in Q2 2026, selling an estimated $19.8K and leaving 941 shares worth $681K. The position accounts for 0.22% of the portfolio, ranked #114.

Raleigh Capital Management first reported a position in AMAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $842K in Q2 2024. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Raleigh Capital Management held 941 shares of Applied Materials worth $681K as of Q2 2026.
  • Raleigh Capital Management sold 43 Applied Materials shares in Q2 2026, an estimated $19.8K.
  • Applied Materials made up 0.22% of Raleigh Capital Management's portfolio in Q2 2026, its #114 holding.
  • Raleigh Capital Management first reported a position in Applied Materials in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Applied Materials position peaked at $842K in Q2 2024.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.