TruNorth Capital Management’s Applied Materials AMAT Stock Holding History

TruNorth 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	$1.87M	Buy	2,581 +9	+0.3%	+$4.15K	0.3%	31
2026 Q1	$879K	Buy	2,572 +72	+3%	+$24.2K	0.17%	45
2025 Q4	$642K	Buy	2,500 +158	+7%	+$37.9K	0.12%	57
2025 Q3	$480K	Hold	2,342	–	–	0.09%	58
2025 Q2	$429K	Sell	2,342 -20	-0.8%	-$3.17K	0.1%	62
2025 Q1	$343K	Hold	2,362	–	–	0.09%	72
2024 Q4	$384K	Sell	2,362 -755	-24%	-$137K	0.11%	50
2024 Q3	$630K	Buy	3,117 +855	+38%	+$175K	0.19%	40
2024 Q2	$534K	Buy	2,262 +1,300	+135%	+$279K	0.17%	42
2024 Q1	$198K	Buy	+962	New	+$176K	0.07%	61

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

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

FWIA

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

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

TruNorth Capital Management increased its Applied Materials (AMAT) stake by 0.35% in Q2 2026, buying an estimated $4.15K and bringing the position to 2,581 shares worth $1.87M. The position accounts for 0.3% of the portfolio, ranked #31.

TruNorth Capital Management first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

TruNorth Capital Management held 2,581 shares of Applied Materials worth $1.87M as of Q2 2026.
TruNorth Capital Management bought 9 Applied Materials shares in Q2 2026, an estimated $4.15K.
Applied Materials made up 0.3% of TruNorth Capital Management's portfolio in Q2 2026, its #31 holding.
TruNorth Capital Management first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.