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Strategic Advisors’s Applied Materials AMAT Stock Holding History

Strategic Advisors’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 		$689K Sell
953
-45
-5% -$20.8K 0.15% 96
2026
Q1 		$341K Sell
998
-20
-2% -$6.73K 0.06% 156
2025
Q4 		$262K Buy
1,018
+7
+0.7% +$1.68K 0.04% 162
2025
Q3 		$207K Sell
1,011
-117
-10% -$21.2K 0.03% 180
2025
Q2 		$207K Buy
+1,128
New +$179K 0.04% 169
2024
Q4 		– Sell
-3,069
Closed -$620K – 201
2024
Q3 		$620K Buy
3,069
+2,051
+201% +$421K 0.12% 131
2024
Q2 		$240K Buy
1,018
+35
+4% +$7.51K 0.05% 186
2024
Q1 		$203K Buy
+983
New +$180K 0.04% 194
2022
Q2 		– Sell
-1,916
Closed -$252K – 189
2022
Q1 		$252K Buy
1,916
+580
+43% +$79.8K 0.04% 169
2021
Q4 		$210K Buy
+1,336
New +$194K 0.03% 185

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Advisors's AMAT Position: Q2 2026 in Review

Strategic Advisors reduced its Applied Materials (AMAT) stake by 4.5% in Q2 2026, selling an estimated $20.8K and leaving 953 shares worth $689K. The position accounts for 0.15% of the portfolio, ranked #96.

Strategic Advisors first reported a position in AMAT in Q4 2021 and has held it in 10 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Strategic Advisors held 953 shares of Applied Materials worth $689K as of Q2 2026.
  • Strategic Advisors sold 45 Applied Materials shares in Q2 2026, an estimated $20.8K.
  • Applied Materials made up 0.15% of Strategic Advisors's portfolio in Q2 2026, its #96 holding.
  • Strategic Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 10 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.