Successful Portfolios’s Applied Materials AMAT Stock Holding History

Successful 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	$3.67M	Sell	6,142 -1	-0%	-$461	1.71%	15
2026 Q1	$2.05M	Sell	6,143 -1,629	-21%	-$548K	1.13%	20
2025 Q4	$2.34M	Buy	7,772 +1,520	+24%	+$364K	1.19%	19
2025 Q3	$1.28M	Sell	6,252 -150	-2%	-$27.2K	0.75%	35
2025 Q2	$1.17M	Hold	6,402	–	–	0.72%	33
2025 Q1	$929K	Sell	6,402 -100	-2%	-$16.8K	0.63%	39
2024 Q4	$1.06M	Sell	6,502 -18	-0.3%	-$3.26K	0.71%	34
2024 Q3	$1.32M	Sell	6,520 -761	-10%	-$156K	0.89%	32
2024 Q2	$1.72M	Sell	7,281 -1,416	-16%	-$304K	1.2%	19
2024 Q1	$1.79M	Sell	8,697 -9	-0.1%	-$1.65K	1.22%	17
2023 Q4	$1.41M	Sell	8,706 -357	-4%	-$52.5K	1.05%	25
2023 Q3	$1.25M	Sell	9,063 -20	-0.2%	-$2.87K	1.11%	22
2023 Q2	$1.31M	Sell	9,083 -981	-10%	-$123K	1.13%	22
2023 Q1	$1.24M	Sell	10,064 -227	-2%	-$26.1K	0.78%	32
2022 Q4	$1M	Buy	10,291 +286	+3%	+$27.4K	0.65%	42
2022 Q3	$820K	Sell	10,005 -8	-0.1%	-$771	0.59%	44
2022 Q2	$911K	Sell	10,013 -9	-0.1%	-$987	0.61%	43
2022 Q1	$1.32M	Sell	10,022 -40	-0.4%	-$5.51K	0.75%	31
2021 Q4	$1.58M	Sell	10,062 -55	-0.5%	-$7.97K	0.86%	27
2021 Q3	$1.3M	Buy	10,117 +505	+5%	+$68.6K	0.78%	33
2021 Q2	$1.37M	Sell	9,612 -188	-2%	-$25.2K	0.83%	28
2021 Q1	$1.31M	Sell	9,800 -750	-7%	-$82.7K	0.86%	28
2020 Q4	$910K	Sell	10,550 -31	-0.3%	-$2.29K	0.65%	42
2020 Q3	$629K	Sell	10,581 -11	-0.1%	-$680	0.5%	55
2020 Q2	$640K	Buy	10,592 +91	+0.9%	+$4.91K	0.56%	49
2020 Q1	$481K	Sell	10,501 -487	-4%	-$28K	0.49%	64
2019 Q4	$671K	Sell	10,988 -915	-8%	-$51.4K	0.6%	45
2019 Q3	$594K	Sell	11,903 -115	-1%	-$5.55K	0.56%	49
2019 Q2	$540K	Buy	12,018 +43	+0.4%	+$1.81K	0.58%	50
2019 Q1	$475K	Buy	11,975 +316	+3%	+$12K	0.52%	60
2018 Q4	$382K	Buy	11,659 +1,844	+19%	+$63.2K	0.49%	66
2018 Q3	$379K	Buy	9,815 +1,075	+12%	+$47.5K	0.41%	75
2018 Q2	$404K	Hold	8,740	–	–	0.47%	66
2018 Q1	$486K	Hold	8,740	–	–	0.59%	54
2017 Q4	$447K	Buy	+8,740	New	+$473K	0.56%	57

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

Successful Portfolios's AMAT Position: Q2 2026 in Review

Successful Portfolios reduced its Applied Materials (AMAT) stake by 0.02% in Q2 2026, selling an estimated $461 and leaving 6,142 shares worth $3.67M. The position accounts for 1.71% of the portfolio, ranked #15.

Successful Portfolios first reported a position in AMAT in Q4 2017 and has held it in 35 quarters since. 1,154 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Successful Portfolios held 6,142 shares of Applied Materials worth $3.67M as of Q2 2026.
Successful Portfolios sold 1 Applied Materials share in Q2 2026, an estimated $461.
Applied Materials made up 1.71% of Successful Portfolios's portfolio in Q2 2026, its #15 holding.
Successful Portfolios first reported a position in Applied Materials in Q4 2017 and has held it in 35 quarters since.
1,154 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.