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Valeo Financial Advisors’s Applied Materials AMAT Stock Holding History

Valeo Financial 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
Q1 		– Sell
-200
Closed -$51.4K – 764
2025
Q4 		$51.4K Buy
+200
New +$47.9K ﹤0.01% 809

Other funds holding AMAT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Valeo Financial Advisors's AMAT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Applied Materials (AMAT) stake by 11% in Q3 2026, buying an estimated $404K and bringing the position to 7,859 shares worth $4.02M. The position accounts for 0.08% of the portfolio, ranked #112.

Valeo Financial Advisors first reported a position in AMAT in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.11M in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Valeo Financial Advisors held 7,859 shares of Applied Materials worth $4.02M as of Q3 2026.
  • Valeo Financial Advisors bought 795 Applied Materials shares in Q3 2026, an estimated $404K.
  • Applied Materials made up 0.08% of Valeo Financial Advisors's portfolio in Q3 2026, its #112 holding.
  • Valeo Financial Advisors first reported a position in Applied Materials in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Applied Materials position peaked at $5.11M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.