Transce3nd’s Applied Materials AMAT Stock Holding History

Transce3nd’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	$83.1K	Sell	138 -3	-2%	-$1.38K	0.73%	29
2026 Q1	$48.2K	Sell	141 -62	-31%	-$20.9K	0.43%	40
2025 Q4	$67.5K	Sell	203 -15	-7%	-$3.6K	0.55%	36
2025 Q3	$35K	Sell	218 -4,086	-95%	-$741K	0.31%	35
2025 Q2	$788K	Sell	4,304 -365	-8%	-$57.8K	0.33%	55
2025 Q1	$674K	Sell	4,669 -74	-2%	-$12.4K	0.3%	57
2024 Q4	$779K	Buy	+4,743	New	+$860K	0.26%	67

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

Transce3nd's AMAT Position: Q2 2026 in Review

Transce3nd reduced its Applied Materials (AMAT) stake by 2.1% in Q2 2026, selling an estimated $1.38K and leaving 138 shares worth $83.1K. The position accounts for 0.73% of the portfolio, ranked #29.

Transce3nd first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $788K in Q2 2025. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Transce3nd held 138 shares of Applied Materials worth $83.1K as of Q2 2026.
Transce3nd sold 3 Applied Materials shares in Q2 2026, an estimated $1.38K.
Applied Materials made up 0.73% of Transce3nd's portfolio in Q2 2026, its #29 holding.
Transce3nd first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
Transce3nd's Applied Materials position peaked at $788K in Q2 2025.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.