Smallwood Wealth Investment Management’s Applied Materials AMAT Stock Holding History

Smallwood Wealth Investment Management’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	$147K	Hold	203	–	–	0.06%	111
2026 Q1	$69.4K	Hold	203	–	–	0.04%	149
2025 Q4	$52.2K	Sell	203 -10	-5%	-$2.4K	0.03%	176
2025 Q3	$43.6K	Buy	213 +4	+2%	+$726	0.02%	189
2025 Q2	$38.3K	Buy	209 +6	+3%	+$951	0.02%	192
2025 Q1	$29.5K	Buy	+203	New	+$34.1K	0.02%	206

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Smallwood Wealth Investment Management's AMAT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Applied Materials (AMAT) position steady in Q2 2026 at 203 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #111.

Smallwood Wealth Investment Management first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Smallwood Wealth Investment Management held 203 shares of Applied Materials worth $147K as of Q2 2026.
Smallwood Wealth Investment Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #111 holding.
Smallwood Wealth Investment Management first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.