Sax Wealth Advisors’s Applied Materials AMAT Stock Holding History

Sax Wealth 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	$3.7M	Buy	10,827 +228	+2%	+$105K	0.15%	107
2026 Q1	$2.72M	Sell	10,599 -79	-0.7%	-$26.6K	0.13%	101
2025 Q4	$2.74M	Buy	10,678 +120	+1%	+$28.8K	0.13%	101
2025 Q3	$2.16M	Buy	10,558 +99	+0.9%	+$18K	0.12%	103
2025 Q2	$1.91M	Buy	10,459 +395	+4%	+$62.6K	0.12%	106
2025 Q1	$1.46M	Buy	10,064 +764	+8%	+$128K	0.1%	108
2024 Q4	$1.51M	Buy	+9,300	New	+$1.69M	0.12%	86
2024 Q3	–	Sell	-7,209	Closed	-$1.7M	–	291
2024 Q2	$1.7M	Buy	+7,209	New	+$1.55M	0.16%	66
2024 Q1	–	Sell	-3,596	Closed	-$583K	–	195
2023 Q4	$583K	Hold	3,596	–	–	0.1%	109
2023 Q3	$498K	Hold	3,596	–	–	0.1%	110
2023 Q2	$520K	Sell	3,596 -47	-1%	-$5.88K	0.1%	110
2023 Q1	$447K	Hold	3,643	–	–	0.1%	116
2022 Q4	$355K	Sell	3,643 -90	-2%	-$8.64K	0.08%	124
2022 Q3	$306K	Sell	3,733 -235	-6%	-$22.7K	0.08%	127
2022 Q2	$361K	Hold	3,968	–	–	0.09%	124
2022 Q1	$523K	Hold	3,968	–	–	0.13%	105
2021 Q4	$624K	Buy	3,968 +90	+2%	+$13K	0.13%	106
2021 Q3	$499K	Sell	3,878 -10	-0.3%	-$1.36K	0.12%	103
2021 Q2	$554K	Buy	3,888 +10	+0.3%	+$1.34K	0.19%	94
2021 Q1	$518K	Buy	3,878 +32	+0.8%	+$3.53K	0.19%	88
2020 Q4	$332K	Buy	+3,846	New	+$284K	0.15%	94

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Sax Wealth Advisors's AMAT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Applied Materials (AMAT) stake by 2.2% in Q2 2026, buying an estimated $105K and bringing the position to 10,827 shares worth $3.7M. The position accounts for 0.15% of the portfolio, ranked #107.

Sax Wealth Advisors first reported a position in AMAT in Q4 2020 and has held it in 21 quarters since. 1,141 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Sax Wealth Advisors held 10,827 shares of Applied Materials worth $3.7M as of Q2 2026.
Sax Wealth Advisors bought 228 Applied Materials shares in Q2 2026, an estimated $105K.
Applied Materials made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Sax Wealth Advisors first reported a position in Applied Materials in Q4 2020 and has held it in 21 quarters since.
1,141 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.