Westfuller Advisors’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$687K Sell
950
-117
-11% -$54K 0.25% 76
2026
Q1
$365K Sell
1,067
-194
-15% -$65.3K 0.16% 94
2025
Q4
$324K Sell
1,261
-21
-2% -$5.04K 0.13% 112
2025
Q3
$262K Buy
+1,282
New +$233K 0.12% 124

Other funds holding AMAT

Westfuller Advisors's AMAT Position: Q2 2026 in Review

Westfuller Advisors reduced its Applied Materials (AMAT) stake by 11% in Q2 2026, selling an estimated $54K and leaving 950 shares worth $687K. The position accounts for 0.25% of the portfolio, ranked #76.

Westfuller Advisors first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Westfuller Advisors held 950 shares of Applied Materials worth $687K as of Q2 2026.
  • Westfuller Advisors sold 117 Applied Materials shares in Q2 2026, an estimated $54K.
  • Applied Materials made up 0.25% of Westfuller Advisors's portfolio in Q2 2026, its #76 holding.
  • Westfuller Advisors first reported a position in Applied Materials in Q3 2025 and has held it in 4 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.