WF
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Whelan Financial’s Applied Materials AMAT Stock Holding History

Whelan 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
Q2 		$1.26M Sell
1,746
-8
-0.5% -$3.69K 0.34% 33
2026
Q1 		$600K Buy
1,754
+52
+3% +$17.5K 0.19% 45
2025
Q4 		$437K Sell
1,702
-244
-13% -$58.5K 0.14% 55
2025
Q3 		$398K Buy
1,946
+388
+25% +$70.4K 0.13% 57
2025
Q2 		$285K Sell
1,558
-7
-0.4% -$1.11K 0.1% 55
2025
Q1 		$227K Sell
1,565
-196
-11% -$33K 0.09% 58
2024
Q4 		$286K Buy
+1,761
New +$319K 0.11% 43

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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

Whelan Financial's AMAT Position: Q2 2026 in Review

Whelan Financial reduced its Applied Materials (AMAT) stake by 0.46% in Q2 2026, selling an estimated $3.69K and leaving 1,746 shares worth $1.26M. The position accounts for 0.34% of the portfolio, ranked #33.

Whelan Financial first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 1,137 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Whelan Financial held 1,746 shares of Applied Materials worth $1.26M as of Q2 2026.
  • Whelan Financial sold 8 Applied Materials shares in Q2 2026, an estimated $3.69K.
  • Applied Materials made up 0.34% of Whelan Financial's portfolio in Q2 2026, its #33 holding.
  • Whelan Financial first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.