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True Wealth Design’s Applied Materials AMAT Stock Holding History

True Wealth Design’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 		$167K Buy
231
+33
+17% +$15.2K 0.04% 142
2026
Q1 		$67.7K Buy
198
+12
+6% +$4.04K 0.02% 317
2025
Q4 		$47.8K Buy
186
+7
+4% +$1.68K 0.01% 349
2025
Q3 		$36.7K Buy
179
+73
+69% +$13.2K 0.01% 408
2025
Q2 		$19.5K Buy
106
+55
+108% +$8.71K 0.01% 389
2025
Q1 		$7.45K Buy
51
+17
+50% +$2.86K ﹤0.01% 556
2024
Q4 		$5.58K Sell
34
-17
-33% -$3.08K ﹤0.01% 514
2024
Q3 		$10.3K Buy
51
+26
+104% +$5.33K ﹤0.01% 415
2024
Q2 		$5.9K Buy
25
+3
+14% +$644 ﹤0.01% 268
2024
Q1 		$4.54K Buy
22
+9
+69% +$1.65K ﹤0.01% 283
2023
Q4 		$2.11K Hold
13
– – ﹤0.01% 303
2023
Q3 		$1.8K Hold
13
– – ﹤0.01% 274
2023
Q2 		$1.88K Sell
13
-96
-88% -$12K ﹤0.01% 280
2023
Q1 		$13.4K Buy
109
+98
+891% +$11.3K 0.01% 224
2022
Q4 		$1.07K Buy
+11
New +$1.05K ﹤0.01% 335

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's AMAT Position: Q2 2026 in Review

True Wealth Design increased its Applied Materials (AMAT) stake by 17% in Q2 2026, buying an estimated $15.2K and bringing the position to 231 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #142.

True Wealth Design first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • True Wealth Design held 231 shares of Applied Materials worth $167K as of Q2 2026.
  • True Wealth Design bought 33 Applied Materials shares in Q2 2026, an estimated $15.2K.
  • Applied Materials made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #142 holding.
  • True Wealth Design first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.