Summit Financial Wealth Advisors’s Applied Materials AMAT Stock Holding History

Summit Financial Wealth 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	$515K	Buy	713 +96	+16%	+$44.3K	0.07%	127
2026 Q1	$211K	Buy	+617	New	+$208K	0.03%	185
2017 Q3	–	Sell	-6,269	Closed	-$259K	–	139
2017 Q2	$259K	Buy	6,269 +19	+0.3%	+$807	0.1%	125
2017 Q1	$243K	Hold	6,250	–	–	0.11%	122
2016 Q4	$202K	Buy	+6,250	New	+$190K	0.09%	136
2016 Q2	–	Sell	-9,874	Closed	-$209K	–	144
2016 Q1	$209K	Buy	+9,874	New	+$180K	0.09%	124

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Summit Financial Wealth Advisors's AMAT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Applied Materials (AMAT) stake by 16% in Q2 2026, buying an estimated $44.3K and bringing the position to 713 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #127.

Summit Financial Wealth Advisors first reported a position in AMAT in Q1 2016 and has held it in 6 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Summit Financial Wealth Advisors held 713 shares of Applied Materials worth $515K as of Q2 2026.
Summit Financial Wealth Advisors bought 96 Applied Materials shares in Q2 2026, an estimated $44.3K.
Applied Materials made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Summit Financial Wealth Advisors first reported a position in Applied Materials in Q1 2016 and has held it in 6 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.