Waterway Wealth Management’s Applied Materials AMAT Stock Holding History

Waterway Wealth 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	$1.15M	Sell	1,584 -1,071	-40%	-$494K	0.23%	53
2026 Q1	$907K	Sell	2,655 -1,653	-38%	-$556K	0.2%	53
2025 Q4	$1.11M	Buy	4,308 +189	+5%	+$45.3K	0.25%	43
2025 Q3	$843K	Buy	4,119 +627	+18%	+$114K	0.2%	53
2025 Q2	$639K	Buy	+3,492	New	+$553K	0.19%	54

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waterway Wealth Management's AMAT Position: Q2 2026 in Review

Waterway Wealth Management reduced its Applied Materials (AMAT) stake by 40% in Q2 2026, selling an estimated $494K and leaving 1,584 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #53.

Waterway Wealth Management first reported a position in AMAT in Q2 2025 and has held it in 5 quarters since. 895 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Waterway Wealth Management held 1,584 shares of Applied Materials worth $1.15M as of Q2 2026.
Waterway Wealth Management sold 1,071 Applied Materials shares in Q2 2026, an estimated $494K.
Applied Materials made up 0.23% of Waterway Wealth Management's portfolio in Q2 2026, its #53 holding.
Waterway Wealth Management first reported a position in Applied Materials in Q2 2025 and has held it in 5 quarters since.
895 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.