Triumph Capital Management’s Applied Materials AMAT Stock Holding History

Triumph Capital 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	$141K	Sell	195 -15	-7%	-$6.92K	0.03%	425
2026 Q1	$71.9K	Buy	210 +25	+14%	+$8.41K	0.01%	537
2025 Q4	$47.6K	Buy	+185	New	+$44.4K	0.01%	629
2024 Q4	–	Sell	-1,719	Closed	-$347K	–	275
2024 Q3	$347K	Sell	1,719 -2,260	-57%	-$464K	0.12%	184
2024 Q2	$939K	Sell	3,979 -375	-9%	-$80.5K	0.37%	68
2024 Q1	$909K	Buy	4,354 +2,034	+88%	+$373K	0.37%	57
2023 Q4	$376K	Buy	+2,320	New	+$341K	0.16%	126
2022 Q2	–	Sell	-1,607	Closed	-$212K	–	205
2022 Q1	$212K	Buy	+1,607	New	+$221K	0.09%	192

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Triumph Capital Management's AMAT Position: Q2 2026 in Review

Triumph Capital Management reduced its Applied Materials (AMAT) stake by 7.1% in Q2 2026, selling an estimated $6.92K and leaving 195 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #425.

Triumph Capital Management first reported a position in AMAT in Q1 2022 and has held it in 8 quarters since. The position peaked at $939K in Q2 2024. 830 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Triumph Capital Management held 195 shares of Applied Materials worth $141K as of Q2 2026.
Triumph Capital Management sold 15 Applied Materials shares in Q2 2026, an estimated $6.92K.
Applied Materials made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #425 holding.
Triumph Capital Management first reported a position in Applied Materials in Q1 2022 and has held it in 8 quarters since.
Triumph Capital Management's Applied Materials position peaked at $939K in Q2 2024.
830 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.