Summit Financial Strategies’s Applied Materials AMAT Stock Holding History

Summit Financial Strategies’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	$3.83M	Sell	5,301 -30	-0.6%	-$13.8K	0.27%	34
2026 Q1	$1.82M	Hold	5,331	–	–	0.14%	51
2025 Q4	$1.37M	Buy	5,331 +151	+3%	+$36.2K	0.11%	60
2025 Q3	$1.06M	Hold	5,180	–	–	0.09%	63
2025 Q2	$948K	Hold	5,180	–	–	0.09%	63
2025 Q1	$752K	Sell	5,180 -147	-3%	-$24.7K	0.08%	65
2024 Q4	$866K	Buy	5,327 +66	+1%	+$12K	0.1%	61
2024 Q3	$1.06M	Sell	5,261 -160	-3%	-$32.8K	0.12%	55
2024 Q2	$1.28M	Sell	5,421 -75	-1%	-$16.1K	0.16%	51
2024 Q1	$1.13M	Sell	5,496 -48	-0.9%	-$8.81K	0.16%	48
2023 Q4	$899K	Hold	5,544	–	–	0.14%	55
2023 Q3	$768K	Hold	5,544	–	–	0.15%	52
2023 Q2	$801K	Hold	5,544	–	–	0.15%	51
2023 Q1	$681K	Buy	5,544 +85	+2%	+$9.76K	0.13%	56
2022 Q4	$532K	Buy	5,459 +140	+3%	+$13.4K	0.11%	61
2022 Q3	$436K	Sell	5,319 -11	-0.2%	-$1.06K	0.1%	67
2022 Q2	$485K	Hold	5,330	–	–	0.11%	63
2022 Q1	$702K	Hold	5,330	–	–	0.14%	47
2021 Q4	$839K	Hold	5,330	–	–	0.16%	47
2021 Q3	$686K	Hold	5,330	–	–	0.13%	52
2021 Q2	$759K	Buy	5,330 +300	+6%	+$40.3K	0.15%	47
2021 Q1	$672K	Sell	5,030 -29	-0.6%	-$3.2K	0.24%	28
2020 Q4	$437K	Sell	5,059 -498	-9%	-$36.8K	0.15%	46
2020 Q3	$330K	Hold	5,557	–	–	0.13%	49
2020 Q2	$336K	Buy	+5,557	New	+$300K	0.15%	48
2020 Q1	–	Sell	-5,557	Closed	-$339K	–	58
2019 Q4	$339K	Buy	+5,557	New	+$312K	0.17%	43

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Summit Financial Strategies's AMAT Position: Q2 2026 in Review

Summit Financial Strategies reduced its Applied Materials (AMAT) stake by 0.56% in Q2 2026, selling an estimated $13.8K and leaving 5,301 shares worth $3.83M. The position accounts for 0.27% of the portfolio, ranked #34.

Summit Financial Strategies first reported a position in AMAT in Q4 2019 and has held it in 26 quarters since. 1,645 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Summit Financial Strategies held 5,301 shares of Applied Materials worth $3.83M as of Q2 2026.
Summit Financial Strategies sold 30 Applied Materials shares in Q2 2026, an estimated $13.8K.
Applied Materials made up 0.27% of Summit Financial Strategies's portfolio in Q2 2026, its #34 holding.
Summit Financial Strategies first reported a position in Applied Materials in Q4 2019 and has held it in 26 quarters since.
1,645 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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