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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trifecta Capital Advisors's AMAT Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Applied Materials (AMAT) stake by 3.4% in Q2 2026, buying an estimated $1.85K and bringing the position to 121 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #157.

Trifecta Capital Advisors first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $143K in Q2 2024. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Trifecta Capital Advisors held 121 shares of Applied Materials worth $87.5K as of Q2 2026.
Trifecta Capital Advisors bought 4 Applied Materials shares in Q2 2026, an estimated $1.85K.
Applied Materials made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #157 holding.
Trifecta Capital Advisors first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Applied Materials position peaked at $143K in Q2 2024.
3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.