Red Door Wealth Management’s Applied Materials AMAT Stock Holding History

Red Door Wealth 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	$1.27M	Buy	1,754 +59	+3%	+$27.2K	0.12%	104
2026 Q1	$579K	Sell	1,695 -15	-0.9%	-$5.05K	0.06%	156
2025 Q4	$440K	Buy	1,710 +4	+0.2%	+$959	0.05%	173
2025 Q3	$349K	Sell	1,706 -2	-0.1%	-$363	0.04%	212
2025 Q2	$313K	Buy	1,708 +163	+11%	+$25.8K	0.04%	202
2025 Q1	$224K	Sell	1,545 -66	-4%	-$11.1K	0.03%	213
2024 Q4	$262K	Buy	+1,611	New	+$292K	0.04%	194
2024 Q1	–	Sell	-1,697	Closed	-$275K	–	198
2023 Q4	$275K	Buy	1,697 +127	+8%	+$18.7K	0.06%	161
2023 Q3	$217K	Buy	+1,570	New	+$225K	0.05%	166

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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Red Door Wealth Management's AMAT Position: Q2 2026 in Review

Red Door Wealth Management increased its Applied Materials (AMAT) stake by 3.5% in Q2 2026, buying an estimated $27.2K and bringing the position to 1,754 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #104.

Red Door Wealth Management first reported a position in AMAT in Q3 2023 and has held it in 9 quarters since. 1,644 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Red Door Wealth Management held 1,754 shares of Applied Materials worth $1.27M as of Q2 2026.
Red Door Wealth Management bought 59 Applied Materials shares in Q2 2026, an estimated $27.2K.
Applied Materials made up 0.12% of Red Door Wealth Management's portfolio in Q2 2026, its #104 holding.
Red Door Wealth Management first reported a position in Applied Materials in Q3 2023 and has held it in 9 quarters since.
1,644 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.