ROI Financial Advisors
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ROI Financial Advisors’s Applied Materials AMAT Stock Holding History

ROI Financial 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
Q3 		$1.18M Buy
2,306
+419
+22% +$213K 0.61% 37
2026
Q2 		$1.36M Buy
1,887
+224
+13% +$103K 0.71% 33
2026
Q1 		$568K Buy
1,663
+472
+40% +$159K 0.34% 46
2025
Q4 		$306K Buy
1,191
+82
+7% +$19.7K 0.18% 55
2025
Q3 		$227K Buy
+1,109
New +$201K 0.14% 63

Other funds holding AMAT

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ROI Financial Advisors's AMAT Position: Q3 2026 in Review

ROI Financial Advisors increased its Applied Materials (AMAT) stake by 22% in Q3 2026, buying an estimated $213K and bringing the position to 2,306 shares worth $1.18M. The position accounts for 0.61% of the portfolio, ranked #37.

ROI Financial Advisors first reported a position in AMAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q2 2026. 1,711 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • ROI Financial Advisors held 2,306 shares of Applied Materials worth $1.18M as of Q3 2026.
  • ROI Financial Advisors bought 419 Applied Materials shares in Q3 2026, an estimated $213K.
  • Applied Materials made up 0.61% of ROI Financial Advisors's portfolio in Q3 2026, its #37 holding.
  • ROI Financial Advisors first reported a position in Applied Materials in Q3 2025 and has held it in 5 quarters since.
  • ROI Financial Advisors's Applied Materials position peaked at $1.36M in Q2 2026.
  • 1,711 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on ROI Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.