Toth Financial Advisory’s Applied Materials AMAT Stock Holding History

Toth Financial Advisory’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	$357K	Buy	494 +100	+25%	+$46.1K	0.03%	194
2026 Q1	$135K	Hold	394	–	–	0.01%	252
2025 Q4	$101K	Buy	394 +3	+0.8%	+$719	0.01%	264
2025 Q3	$80.1K	Buy	391 +61	+18%	+$11.1K	0.01%	284
2025 Q2	$60.4K	Hold	330	–	–	0.01%	287
2025 Q1	$47.9K	Hold	330	–	–	0.01%	299
2024 Q4	$53.7K	Hold	330	–	–	0.01%	293
2024 Q3	$66.7K	Sell	330 -27	-8%	-$5.54K	0.01%	264
2024 Q2	$84.2K	Hold	357	–	–	0.01%	252
2024 Q1	$73.6K	Hold	357	–	–	0.01%	261
2023 Q4	$57.9K	Sell	357 -47	-12%	-$6.91K	0.01%	279
2023 Q3	$55.9K	Buy	404 +47	+13%	+$6.74K	0.01%	261
2023 Q2	$51.6K	Hold	357	–	–	0.01%	267
2023 Q1	$43.9K	Hold	357	–	–	0.01%	288
2022 Q4	$34.8K	Hold	357	–	–	0.01%	315
2022 Q3	$29K	Hold	357	–	–	0.01%	335
2022 Q2	$32K	Hold	357	–	–	0.01%	320
2022 Q1	$47K	Hold	357	–	–	0.01%	295
2021 Q4	$56K	Hold	357	–	–	0.01%	289
2021 Q3	$46K	Buy	357 +54	+18%	+$7.33K	0.01%	318
2021 Q2	$43K	Buy	303 +83	+38%	+$11.1K	0.01%	292
2021 Q1	$29K	Hold	220	–	–	﹤0.01%	334
2020 Q4	$19K	Hold	220	–	–	﹤0.01%	346
2020 Q3	$13K	Buy	220 +200	+1,000%	+$12.4K	﹤0.01%	354
2020 Q2	$1K	Sell	20 -10,680	-100%	-$576K	﹤0.01%	490
2020 Q1	$490K	Buy	10,700 +100	+0.9%	+$5.74K	0.14%	99
2019 Q4	$647K	Hold	10,600	–	–	0.13%	109
2019 Q3	$529K	Buy	+10,600	New	+$512K	0.12%	106
2018 Q3	–	Sell	-263	Closed	-$12K	–	427
2018 Q2	$12K	Buy	263 +1	+0.4%	+$52	﹤0.01%	298
2018 Q1	$15K	Hold	262	–	–	﹤0.01%	288
2017 Q4	$13K	Buy	+262	New	+$14.2K	﹤0.01%	299

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

Toth Financial Advisory's AMAT Position: Q2 2026 in Review

Toth Financial Advisory increased its Applied Materials (AMAT) stake by 25% in Q2 2026, buying an estimated $46.1K and bringing the position to 494 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #194.

Toth Financial Advisory first reported a position in AMAT in Q4 2017 and has held it in 31 quarters since. The position peaked at $647K in Q4 2019. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Toth Financial Advisory held 494 shares of Applied Materials worth $357K as of Q2 2026.
Toth Financial Advisory bought 100 Applied Materials shares in Q2 2026, an estimated $46.1K.
Applied Materials made up 0.03% of Toth Financial Advisory's portfolio in Q2 2026, its #194 holding.
Toth Financial Advisory first reported a position in Applied Materials in Q4 2017 and has held it in 31 quarters since.
Toth Financial Advisory's Applied Materials position peaked at $647K in Q4 2019.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.