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Realta Investment Advisors’s Applied Materials AMAT Stock Holding History

Realta Investment 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 		$374K Buy
+518
New +$239K 0.12% 156
2024
Q3 		– Sell
-10,148
Closed -$2.39M – 367
2024
Q2 		$2.39M Buy
10,148
+212
+2% +$45.5K 0.47% 42
2024
Q1 		$2.05M Buy
9,936
+1,417
+17% +$260K 0.42% 49
2023
Q4 		$1.38M Sell
8,519
-701
-8% -$103K 0.31% 71
2023
Q3 		$1.33M Sell
9,220
-451
-5% -$64.7K 0.31% 71
2023
Q2 		$1.4M Buy
9,671
+173
+2% +$21.7K 0.31% 74
2023
Q1 		$1.17M Sell
9,498
-42
-0.4% -$4.82K 0.28% 90
2022
Q4 		$929K Sell
9,540
-1,151
-11% -$110K 0.23% 110
2022
Q3 		$876K Buy
10,691
+3,282
+44% +$316K 0.23% 108
2022
Q2 		$639K Buy
7,409
+891
+14% +$97.7K 0.16% 151
2022
Q1 		$859K Buy
6,518
+307
+5% +$42.3K 0.17% 128
2021
Q4 		$977K Buy
6,211
+164
+3% +$23.8K 0.21% 115
2021
Q3 		$778K Buy
6,047
+1,376
+29% +$187K 0.18% 139
2021
Q2 		$665K Sell
4,671
-50
-1% -$6.71K 0.16% 161
2021
Q1 		$631K Buy
4,721
+443
+10% +$48.9K 0.17% 160
2020
Q4 		$369K Buy
4,278
+732
+21% +$54.1K 0.1% 211
2020
Q3 		$211K Buy
+3,546
New +$219K 0.07% 280
2020
Q1 		– Sell
-2,861
Closed -$168K – 336
2019
Q4 		$168K Sell
2,861
-182
-6% -$10.2K 0.05% 370
2019
Q3 		$151K Buy
3,043
+739
+32% +$35.7K 0.04% 396
2019
Q2 		$103K Buy
2,304
+1,044
+83% +$44K 0.03% 492
2019
Q1 		$51K Buy
+1,260
New +$47.8K 0.02% 537

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Realta Investment Advisors's AMAT Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Applied Materials (AMAT) in Q2 2026: 518 shares worth $374K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in AMAT as recently as Q2 2024.

Realta Investment Advisors first reported a position in AMAT in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.39M in Q2 2024. 895 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Realta Investment Advisors held 518 shares of Applied Materials worth $374K as of Q2 2026.
  • Applied Materials was a new Realta Investment Advisors position in Q2 2026.
  • Applied Materials made up 0.12% of Realta Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Realta Investment Advisors first reported a position in Applied Materials in Q1 2019 and has held it in 21 quarters since.
  • Realta Investment Advisors's Applied Materials position peaked at $2.39M in Q2 2024.
  • 895 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.