Robertson Stephens Wealth Management’s Applied Materials AMAT Stock Holding History

Robertson Stephens 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	$689K	Sell	953 -19	-2%	-$8.77K	0.02%	391
2026 Q1	$332K	Buy	+972	New	+$327K	0.01%	493
2024 Q4	–	Sell	-3,759	Closed	-$759K	–	562
2024 Q3	$759K	Sell	3,759 -938	-20%	-$192K	0.03%	327
2024 Q2	$1.11M	Sell	4,697 -252	-5%	-$54.1K	0.06%	211
2024 Q1	$1.02M	Buy	+4,949	New	+$908K	0.05%	232
2023 Q4	–	Sell	-2,098	Closed	-$290K	–	444
2023 Q3	$290K	Buy	2,098 +63	+3%	+$9.03K	0.02%	383
2023 Q2	$294K	Sell	2,035 -557	-21%	-$69.7K	0.02%	360
2023 Q1	$318K	Buy	+2,592	New	+$298K	0.02%	356
2020 Q3	–	Sell	-6,341	Closed	-$383K	–	238
2020 Q2	$383K	Buy	6,341 +1,374	+28%	+$74.1K	0.11%	127
2020 Q1	$228K	Buy	+4,967	New	+$285K	0.08%	161

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robertson Stephens Wealth Management's AMAT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Applied Materials (AMAT) stake by 2% in Q2 2026, selling an estimated $8.77K and leaving 953 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #391.

Robertson Stephens Wealth Management first reported a position in AMAT in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2024. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Robertson Stephens Wealth Management held 953 shares of Applied Materials worth $689K as of Q2 2026.
Robertson Stephens Wealth Management sold 19 Applied Materials shares in Q2 2026, an estimated $8.77K.
Applied Materials made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #391 holding.
Robertson Stephens Wealth Management first reported a position in Applied Materials in Q1 2020 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Applied Materials position peaked at $1.11M in Q2 2024.
3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.