Trifecta Capital Advisors
AMAT icon

Trifecta Capital Advisors’s Applied Materials AMAT Stock Holding History

Trifecta Capital 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
Q3 		$61.9K Hold
121
– – 0.01% 174
2026
Q2 		$87.5K Buy
121
+4
+3% +$1.85K 0.01% 157
2026
Q1 		$40K Hold
117
– – 0.01% 182
2025
Q4 		$30.1K Sell
117
-37
-24% -$8.87K ﹤0.01% 182
2025
Q3 		$31.5K Sell
154
-480
-76% -$87.1K ﹤0.01% 187
2025
Q2 		$116K Buy
634
+27
+4% +$4.28K 0.02% 136
2025
Q1 		$88.1K Hold
607
– – 0.02% 109
2024
Q4 		$98.7K Hold
607
– – 0.02% 105
2024
Q3 		$123K Hold
607
– – 0.03% 99
2024
Q2 		$143K Hold
607
– – 0.03% 93
2024
Q1 		$125K Hold
607
– – 0.03% 100
2023
Q4 		$98.4K Hold
607
– – 0.03% 107
2023
Q3 		$84K Buy
607
+480
+378% +$68.8K 0.03% 109
2023
Q2 		$18.4K Hold
127
– – 0.01% 186
2023
Q1 		$15.6K Hold
127
– – 0.01% 193
2022
Q4 		$12.4K Buy
+127
New +$12.2K ﹤0.01% 189

Other funds holding AMAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Trifecta Capital Advisors's AMAT Position: Q3 2026 in Review

Trifecta Capital Advisors held its Applied Materials (AMAT) position steady in Q3 2026 at 121 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #174.

Trifecta Capital Advisors first reported a position in AMAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $143K in Q2 2024. 2,233 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Trifecta Capital Advisors held 121 shares of Applied Materials worth $61.9K as of Q3 2026.
  • Trifecta Capital Advisors left its Applied Materials share count unchanged in Q3 2026.
  • Applied Materials made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #174 holding.
  • Trifecta Capital Advisors first reported a position in Applied Materials in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Applied Materials position peaked at $143K in Q2 2024.
  • 2,233 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.