Turning Point Benefit Group’s Applied Materials AMAT Stock Holding History

Turning Point Benefit Group’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	$301K	Sell	419 -737	-64%	-$340K	0.13%	89
2026 Q1	$246K	Buy	1,156 +703	+155%	+$236K	0.16%	87
2025 Q4	$116K	Sell	453 -173	-28%	-$41.5K	0.06%	118
2025 Q3	$136K	Sell	626 -488	-44%	-$88.5K	0.08%	102
2025 Q2	$204K	Buy	+1,114	New	+$177K	0.15%	78

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

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

Turning Point Benefit Group's AMAT Position: Q2 2026 in Review

Turning Point Benefit Group reduced its Applied Materials (AMAT) stake by 64% in Q2 2026, selling an estimated $340K and leaving 419 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #89.

Turning Point Benefit Group first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Turning Point Benefit Group held 419 shares of Applied Materials worth $301K as of Q2 2026.
Turning Point Benefit Group sold 737 Applied Materials shares in Q2 2026, an estimated $340K.
Applied Materials made up 0.13% of Turning Point Benefit Group's portfolio in Q2 2026, its #89 holding.
Turning Point Benefit Group first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.