Western Financial Corp’s Applied Materials AMAT Stock Holding History

Western Financial Corp’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	$2.6M	Sell	5,091 -6,817	-57%	-$3.46M	0.87%	28
2026 Q2	$8.61M	Buy	11,908 +210	+2%	+$96.9K	2.52%	6
2026 Q1	$4M	Buy	+11,698	New	+$3.93M	1.57%	13
2022 Q3	–	Sell	-4,183	Closed	-$381K	–	94
2022 Q2	$381K	Sell	4,183 -114	-3%	-$12.5K	0.27%	79
2022 Q1	$566K	Sell	4,297 -241	-5%	-$33.2K	0.33%	65
2021 Q4	$714K	Buy	4,538 +582	+15%	+$84.3K	0.37%	61
2021 Q3	$509K	Buy	3,956 +501	+15%	+$68K	0.3%	63
2021 Q2	$492K	Sell	3,455 -391	-10%	-$52.5K	0.27%	60
2021 Q1	$514K	Sell	3,846 -997	-21%	-$110K	0.31%	52
2020 Q4	$417K	Buy	+4,843	New	+$358K	0.27%	53

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Western Financial Corp's AMAT Position: Q3 2026 in Review

Western Financial Corp reduced its Applied Materials (AMAT) stake by 57% in Q3 2026, selling an estimated $3.46M and leaving 5,091 shares worth $2.6M. The position accounts for 0.87% of the portfolio, ranked #28.

Western Financial Corp first reported a position in AMAT in Q4 2020 and has held it in 10 quarters since. The position peaked at $8.61M in Q2 2026. 1,943 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Western Financial Corp held 5,091 shares of Applied Materials worth $2.6M as of Q3 2026.
Western Financial Corp sold 6,817 Applied Materials shares in Q3 2026, an estimated $3.46M.
Applied Materials made up 0.87% of Western Financial Corp's portfolio in Q3 2026, its #28 holding.
Western Financial Corp first reported a position in Applied Materials in Q4 2020 and has held it in 10 quarters since.
Western Financial Corp's Applied Materials position peaked at $8.61M in Q2 2026.
1,943 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.