Raymond James Financial
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Raymond James Financial’s Applied Materials AMAT Stock Holding History

Raymond James Financial’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 		$971M Sell
1,343,194
-52,995
-4% -$24.5M 0.26% 65
2026
Q1 		$476M Buy
1,396,189
+127,456
+10% +$42.9M 0.15% 117
2025
Q4 		$326M Sell
1,268,733
-50,756
-4% -$12.2M 0.1% 172
2025
Q3 		$270M Buy
1,319,489
+115,226
+10% +$20.9M 0.09% 212
2025
Q2 		$220M Buy
1,204,263
+13,762
+1% +$2.18M 0.08% 233
2025
Q1 		$173M Buy
1,190,501
+65,478
+6% +$11M 0.07% 275
2024
Q4 		$183M Buy
+1,125,023
New +$204M 0.07% 262

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 $3.38T AUM 44.17% 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

Raymond James Financial's AMAT Position: Q2 2026 in Review

Raymond James Financial reduced its Applied Materials (AMAT) stake by 3.8% in Q2 2026, selling an estimated $24.5M and leaving 1,343,194 shares worth $971M. The position accounts for 0.26% of the portfolio, ranked #65.

Raymond James Financial first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,516 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Raymond James Financial held 1,343,194 shares of Applied Materials worth $971M as of Q2 2026.
  • Raymond James Financial sold 52,995 Applied Materials shares in Q2 2026, an estimated $24.5M.
  • Applied Materials made up 0.26% of Raymond James Financial's portfolio in Q2 2026, its #65 holding.
  • Raymond James Financial first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,516 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.