Values Added Financial
AMAT icon

Values Added Financial’s Applied Materials AMAT Stock Holding History

Values Added Financial’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
Q3 		$554K Sell
1,084
-4
-0.4% -$2.03K 0.2% 75
2026
Q2 		$787K Buy
1,088
+69
+7% +$31.8K 0.28% 62
2026
Q1 		$348K Buy
1,019
+39
+4% +$13.1K 0.15% 93
2025
Q4 		$252K Buy
+980
New +$235K 0.11% 113

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Values Added Financial's AMAT Position: Q3 2026 in Review

Values Added Financial reduced its Applied Materials (AMAT) stake by 0.37% in Q3 2026, selling an estimated $2.03K and leaving 1,084 shares worth $554K. The position accounts for 0.2% of the portfolio, ranked #75.

Values Added Financial first reported a position in AMAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $787K in Q2 2026. 1,371 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Values Added Financial held 1,084 shares of Applied Materials worth $554K as of Q3 2026.
  • Values Added Financial sold 4 Applied Materials shares in Q3 2026, an estimated $2.03K.
  • Applied Materials made up 0.2% of Values Added Financial's portfolio in Q3 2026, its #75 holding.
  • Values Added Financial first reported a position in Applied Materials in Q4 2025 and has held it in 4 quarters since.
  • Values Added Financial's Applied Materials position peaked at $787K in Q2 2026.
  • 1,371 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.