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Symphony Financial’s Applied Materials AMAT Stock Holding History

Symphony Financial’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 		$3.16M Buy
4,515
+787
+21% +$363K 0.35% 66
2026
Q1 		$1.24M Sell
3,728
-272
-7% -$91.5K 0.16% 101
2025
Q4 		$1.04M Buy
4,000
+265
+7% +$63.5K 0.14% 105
2025
Q3 		$772K Sell
3,735
-726
-16% -$132K 0.09% 127
2025
Q2 		$765K Buy
+4,461
New +$707K 0.1% 122
2025
Q1 		– Sell
-3,276
Closed -$633K – 97
2024
Q4 		$633K Buy
3,276
+840
+34% +$152K 0.1% 125
2024
Q3 		$498K Sell
2,436
-171
-7% -$35.1K 0.08% 142
2024
Q2 		$607K Sell
2,607
-236
-8% -$50.7K 0.11% 123
2024
Q1 		$586K Sell
2,843
-539
-16% -$98.9K 0.14% 112
2023
Q4 		$519K Buy
+3,382
New +$497K 0.11% 132
2023
Q3 		– Sell
-5,554
Closed -$799K – 162
2023
Q2 		$799K Buy
5,554
+272
+5% +$34K 0.2% 95
2023
Q1 		$644K Sell
5,282
-1,180
-18% -$136K 0.17% 108
2022
Q4 		$651K Sell
6,462
-5,237
-45% -$503K 0.17% 111
2022
Q3 		$987K Buy
11,699
+78
+0.7% +$7.52K 0.32% 70
2022
Q2 		$1.07M Sell
11,621
-152
-1% -$16.7K 0.32% 68
2022
Q1 		$1.43M Buy
11,773
+1,861
+19% +$256K 0.34% 63
2021
Q4 		$1.58M Buy
9,912
+6,400
+182% +$927K 0.44% 46
2021
Q3 		$450K Buy
3,512
+573
+19% +$77.8K 0.16% 105
2021
Q2 		$416K Buy
2,939
+1,419
+93% +$190K 0.14% 111
2021
Q1 		$212K Buy
+1,520
New +$168K 0.06% 184

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

Symphony Financial's AMAT Position: Q2 2026 in Review

Symphony Financial increased its Applied Materials (AMAT) stake by 21% in Q2 2026, buying an estimated $363K and bringing the position to 4,515 shares worth $3.16M. The position accounts for 0.35% of the portfolio, ranked #66.

Symphony Financial first reported a position in AMAT in Q1 2021 and has held it in 20 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Symphony Financial held 4,515 shares of Applied Materials worth $3.16M as of Q2 2026.
  • Symphony Financial bought 787 Applied Materials shares in Q2 2026, an estimated $363K.
  • Applied Materials made up 0.35% of Symphony Financial's portfolio in Q2 2026, its #66 holding.
  • Symphony Financial first reported a position in Applied Materials in Q1 2021 and has held it in 20 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.