Shepherd Financial Partners’s Applied Materials AMAT Stock Holding History

Shepherd Financial Partners’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	$2.31M	Buy	3,198 +45	+1%	+$20.8K	0.19%	78
2026 Q1	$1.08M	Sell	3,153 -35	-1%	-$11.8K	0.1%	109
2025 Q4	$819K	Buy	3,188 +100	+3%	+$24K	0.08%	122
2025 Q3	$632K	Sell	3,088 -13	-0.4%	-$2.36K	0.06%	144
2025 Q2	$568K	Buy	3,101 +83	+3%	+$13.2K	0.06%	146
2025 Q1	$438K	Buy	3,018 +126	+4%	+$21.2K	0.05%	164
2024 Q4	$470K	Sell	2,892 -280	-9%	-$50.7K	0.06%	145
2024 Q3	$641K	Buy	3,172 +411	+15%	+$84.3K	0.08%	128
2024 Q2	$652K	Buy	2,761 +25	+0.9%	+$5.37K	0.08%	126
2024 Q1	$564K	Buy	2,736 +25	+0.9%	+$4.59K	0.07%	138
2023 Q4	$439K	Buy	2,711 +23	+0.9%	+$3.38K	0.06%	150
2023 Q3	$372K	Buy	2,688 +333	+14%	+$47.8K	0.06%	151
2023 Q2	$340K	Buy	+2,355	New	+$295K	0.05%	153
2018 Q4	–	Sell	-5,160	Closed	-$238K	–	124
2018 Q3	$238K	Hold	5,160	–	–	0.05%	112
2018 Q2	$237K	Buy	+5,160	New	+$266K	0.05%	113

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Shepherd Financial Partners's AMAT Position: Q2 2026 in Review

Shepherd Financial Partners increased its Applied Materials (AMAT) stake by 1.4% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,198 shares worth $2.31M. The position accounts for 0.19% of the portfolio, ranked #78.

Shepherd Financial Partners first reported a position in AMAT in Q2 2018 and has held it in 15 quarters since. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Shepherd Financial Partners held 3,198 shares of Applied Materials worth $2.31M as of Q2 2026.
Shepherd Financial Partners bought 45 Applied Materials shares in Q2 2026, an estimated $20.8K.
Applied Materials made up 0.19% of Shepherd Financial Partners's portfolio in Q2 2026, its #78 holding.
Shepherd Financial Partners first reported a position in Applied Materials in Q2 2018 and has held it in 15 quarters since.
3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.