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Strategic Financial Concepts’s Applied Materials AMAT Stock Holding History

Strategic Financial Concepts’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 		$343K Buy
+474
New +$219K 0.1% 171
2024
Q3 		– Sell
-34,679
Closed -$7.26K – 261
2024
Q2 		$7.26K Buy
+34,679
New +$7.44M ﹤0.01% 446

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 $3.38T AUM 44.17% 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 Financial Concepts's AMAT Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in Applied Materials (AMAT) in Q2 2026: 474 shares worth $343K. The stake represents 0.1% of the portfolio and ranks #171 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in AMAT as recently as Q2 2024.

Strategic Financial Concepts first reported a position in AMAT in Q2 2024 and has held it in 2 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Strategic Financial Concepts held 474 shares of Applied Materials worth $343K as of Q2 2026.
  • Applied Materials was a new Strategic Financial Concepts position in Q2 2026.
  • Applied Materials made up 0.1% of Strategic Financial Concepts's portfolio in Q2 2026, its #171 holding.
  • Strategic Financial Concepts first reported a position in Applied Materials in Q2 2024 and has held it in 2 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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