Sky Investment Group’s Applied Materials AMAT Stock Holding History

Sky Investment Group’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	$3.08M	Hold	4,262	–	–	0.48%	52
2026 Q1	$1.46M	Hold	4,262	–	–	0.25%	77
2025 Q4	$1.1M	Sell	4,262 -273	-6%	-$65.4K	0.18%	86
2025 Q3	$928K	Sell	4,535 -10	-0.2%	-$1.81K	0.16%	88
2025 Q2	$832K	Buy	4,545 +340	+8%	+$53.9K	0.15%	92
2025 Q1	$610K	Buy	4,205 +1,390	+49%	+$234K	0.11%	96
2024 Q4	$458K	Buy	+2,815	New	+$510K	0.08%	103

Other funds holding AMAT

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sky Investment Group's AMAT Position: Q2 2026 in Review

Sky Investment Group held its Applied Materials (AMAT) position steady in Q2 2026 at 4,262 shares worth $3.08M. The position accounts for 0.48% of the portfolio, ranked #52.

Sky Investment Group first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Sky Investment Group held 4,262 shares of Applied Materials worth $3.08M as of Q2 2026.
Sky Investment Group left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.48% of Sky Investment Group's portfolio in Q2 2026, its #52 holding.
Sky Investment Group first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.