TFC Financial Management’s Applied Materials AMAT Stock Holding History

TFC Financial Management’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	$829K	Buy	1,147 +571	+99%	+$263K	0.09%	66
2026 Q1	$197K	Buy	576 +4	+0.7%	+$1.35K	0.02%	131
2025 Q4	$147K	Buy	572 +4	+0.7%	+$959	0.02%	161
2025 Q3	$116K	Hold	568	–	–	0.01%	183
2025 Q2	$104K	Sell	568 -3	-0.5%	-$475	0.01%	200
2025 Q1	$82.9K	Buy	571 +300	+111%	+$50.4K	0.01%	208
2024 Q4	$44.1K	Sell	271 -1	-0.4%	-$181	0.01%	256
2024 Q3	$55K	Hold	272	–	–	0.01%	247
2024 Q2	$64.2K	Hold	272	–	–	0.01%	217
2024 Q1	$56.1K	Buy	272 +4	+1%	+$734	0.01%	223
2023 Q4	$43.4K	Sell	268 -5	-2%	-$735	0.01%	239
2023 Q3	$37.8K	Hold	273	–	–	0.01%	238
2023 Q2	$39.5K	Sell	273 -190	-41%	-$23.8K	0.01%	235
2023 Q1	$56.9K	Buy	+463	New	+$53.2K	0.01%	221

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

TFC Financial Management's AMAT Position: Q2 2026 in Review

TFC Financial Management increased its Applied Materials (AMAT) stake by 99% in Q2 2026, buying an estimated $263K and bringing the position to 1,147 shares worth $829K. The position accounts for 0.09% of the portfolio, ranked #66.

TFC Financial Management first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

TFC Financial Management held 1,147 shares of Applied Materials worth $829K as of Q2 2026.
TFC Financial Management bought 571 Applied Materials shares in Q2 2026, an estimated $263K.
Applied Materials made up 0.09% of TFC Financial Management's portfolio in Q2 2026, its #66 holding.
TFC Financial Management first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.