Sovereign Financial Group’s Applied Materials AMAT Stock Holding History

Sovereign Financial 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	$1.07M	Buy	1,476 +2	+0.1%	+$923	0.16%	113
2026 Q1	$504K	Buy	1,474 +45	+3%	+$15.1K	0.09%	202
2025 Q4	$367K	Buy	1,429 +80	+6%	+$19.2K	0.06%	239
2025 Q3	$276K	Sell	1,349 -41	-3%	-$7.44K	0.05%	272
2025 Q2	$254K	Buy	+1,390	New	+$220K	0.05%	270
2025 Q1	–	Sell	-1,340	Closed	-$218K	–	287
2024 Q4	$218K	Sell	1,340 -27	-2%	-$4.89K	0.05%	268
2024 Q3	$276K	Hold	1,367	–	–	0.06%	236
2024 Q2	$323K	Sell	1,367 -11	-0.8%	-$2.36K	0.08%	209
2024 Q1	$284K	Buy	+1,378	New	+$253K	0.08%	220
2021 Q3	–	Sell	-2,273	Closed	-$304K	–	169
2021 Q2	$304K	Hold	2,273	–	–	0.18%	112
2021 Q1	$304K	Buy	+2,273	New	+$251K	0.19%	111

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

Sovereign Financial Group's AMAT Position: Q2 2026 in Review

Sovereign Financial Group increased its Applied Materials (AMAT) stake by 0.14% in Q2 2026, buying an estimated $923 and bringing the position to 1,476 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #113.

Sovereign Financial Group first reported a position in AMAT in Q1 2021 and has held it in 11 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Sovereign Financial Group held 1,476 shares of Applied Materials worth $1.07M as of Q2 2026.
Sovereign Financial Group bought 2 Applied Materials shares in Q2 2026, an estimated $923.
Applied Materials made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #113 holding.
Sovereign Financial Group first reported a position in Applied Materials in Q1 2021 and has held it in 11 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.