Seek First
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Seek First’s Applied Materials AMAT Stock Holding History

Seek First’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 		$1.56M Sell
3,041
-186
-6% -$94.4K 1% 21
2026
Q2 		$2.33M Hold
3,227
– – 1.47% 14
2026
Q1 		$1.1M Sell
3,227
-116
-3% -$39K 0.78% 26
2025
Q4 		$859K Buy
+3,343
New +$801K 0.59% 29

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Seek First's AMAT Position: Q3 2026 in Review

Seek First reduced its Applied Materials (AMAT) stake by 5.8% in Q3 2026, selling an estimated $94.4K and leaving 3,041 shares worth $1.56M. The position accounts for 1% of the portfolio, ranked #21.

Seek First first reported a position in AMAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.33M in Q2 2026. 1,371 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Seek First held 3,041 shares of Applied Materials worth $1.56M as of Q3 2026.
  • Seek First sold 186 Applied Materials shares in Q3 2026, an estimated $94.4K.
  • Applied Materials made up 1% of Seek First's portfolio in Q3 2026, its #21 holding.
  • Seek First first reported a position in Applied Materials in Q4 2025 and has held it in 4 quarters since.
  • Seek First's Applied Materials position peaked at $2.33M in Q2 2026.
  • 1,371 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.