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SmartHarvest Portfolios’s Applied Materials AMAT Stock Holding History

SmartHarvest Portfolios’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 		$2.06M Buy
2,851
+142
+5% +$65.5K 0.67% 20
2026
Q1 		$926K Sell
2,709
-552
-17% -$186K 0.39% 46
2025
Q4 		$838K Buy
+3,261
New +$782K 0.29% 60

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SmartHarvest Portfolios's AMAT Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Applied Materials (AMAT) stake by 5.2% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,851 shares worth $2.06M. The position accounts for 0.67% of the portfolio, ranked #20.

SmartHarvest Portfolios first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 2,975 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • SmartHarvest Portfolios held 2,851 shares of Applied Materials worth $2.06M as of Q2 2026.
  • SmartHarvest Portfolios bought 142 Applied Materials shares in Q2 2026, an estimated $65.5K.
  • Applied Materials made up 0.67% of SmartHarvest Portfolios's portfolio in Q2 2026, its #20 holding.
  • SmartHarvest Portfolios first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 2,975 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.