Seven Mile Advisory’s Applied Materials AMAT Stock Holding History

Seven Mile Advisory’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	$1.53M	Sell	2,993 -128	-4%	-$65K	1.03%	18
2026 Q2	$2.26M	Sell	3,121 -297	-9%	-$137K	1.52%	15
2026 Q1	$1.17M	Sell	3,418 -272	-7%	-$91.5K	0.84%	19
2025 Q4	$948K	Sell	3,690 -303	-8%	-$72.6K	0.16%	72
2025 Q3	$818K	Buy	3,993 +519	+15%	+$94.2K	0.13%	83
2025 Q2	$636K	Buy	3,474 +385	+12%	+$61K	0.38%	44
2025 Q1	$448K	Buy	3,089 +144	+5%	+$24.2K	0.3%	66
2024 Q4	$479K	Sell	2,945 -220	-7%	-$39.9K	0.31%	61
2024 Q3	$639K	Buy	3,165 +235	+8%	+$48.2K	0.42%	43
2024 Q2	$691K	Buy	2,930 +175	+6%	+$37.6K	0.51%	36
2024 Q1	$568K	Buy	2,755 +71	+3%	+$13K	0.43%	50
2023 Q4	$435K	Sell	2,684 -87	-3%	-$12.8K	0.38%	58
2023 Q3	$384K	Buy	2,771 +194	+8%	+$27.8K	0.4%	57
2023 Q2	$372K	Buy	+2,577	New	+$323K	0.43%	55

Other funds holding AMAT

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Seven Mile Advisory's AMAT Position: Q3 2026 in Review

Seven Mile Advisory reduced its Applied Materials (AMAT) stake by 4.1% in Q3 2026, selling an estimated $65K and leaving 2,993 shares worth $1.53M. The position accounts for 1.03% of the portfolio, ranked #18.

Seven Mile Advisory first reported a position in AMAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.26M in Q2 2026. 1,193 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Seven Mile Advisory held 2,993 shares of Applied Materials worth $1.53M as of Q3 2026.
Seven Mile Advisory sold 128 Applied Materials shares in Q3 2026, an estimated $65K.
Applied Materials made up 1.03% of Seven Mile Advisory's portfolio in Q3 2026, its #18 holding.
Seven Mile Advisory first reported a position in Applied Materials in Q2 2023 and has held it in 14 quarters since.
Seven Mile Advisory's Applied Materials position peaked at $2.26M in Q2 2026.
1,193 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.