Stenger Family Office’s Applied Materials AMAT Stock Holding History

Stenger Family Office’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	$4.07M	Sell	5,626 -351	-6%	-$162K	0.65%	45
2026 Q1	$2.04M	Buy	5,977 +339	+6%	+$114K	0.36%	60
2025 Q4	$1.45M	Sell	5,638 -4,455	-44%	-$1.07M	0.3%	59
2025 Q3	$2.33M	Sell	10,093 -717	-7%	-$130K	0.48%	55
2025 Q2	$2.05M	Buy	+10,810	New	+$1.71M	0.53%	55
2024 Q4	$1.25M	Buy	+7,689	New	+$1.39M	0.43%	58

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Stenger Family Office's AMAT Position: Q2 2026 in Review

Stenger Family Office reduced its Applied Materials (AMAT) stake by 5.9% in Q2 2026, selling an estimated $162K and leaving 5,626 shares worth $4.07M. The position accounts for 0.65% of the portfolio, ranked #45.

Stenger Family Office first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 1,158 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Stenger Family Office held 5,626 shares of Applied Materials worth $4.07M as of Q2 2026.
Stenger Family Office sold 351 Applied Materials shares in Q2 2026, an estimated $162K.
Applied Materials made up 0.65% of Stenger Family Office's portfolio in Q2 2026, its #45 holding.
Stenger Family Office first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
1,158 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.