ROI Financial Advisors’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

ROI Financial Advisors's AMAT Position: Q2 2026 in Review

ROI Financial Advisors increased its Applied Materials (AMAT) stake by 13% in Q2 2026, buying an estimated $103K and bringing the position to 1,887 shares worth $1.36M. The position accounts for 0.71% of the portfolio, ranked #33.

ROI Financial Advisors first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • ROI Financial Advisors held 1,887 shares of Applied Materials worth $1.36M as of Q2 2026.
  • ROI Financial Advisors bought 224 Applied Materials shares in Q2 2026, an estimated $103K.
  • Applied Materials made up 0.71% of ROI Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • ROI Financial Advisors first reported a position in Applied Materials in Q3 2025 and has held it in 4 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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