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 Q3	$971K	Buy	1,899 +153	+9%	+$77.7K	0.25%	43
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

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

Whelan Financial's AMAT Position: Q3 2026 in Review

Whelan Financial increased its Applied Materials (AMAT) stake by 8.8% in Q3 2026, buying an estimated $77.7K and bringing the position to 1,899 shares worth $971K. The position accounts for 0.25% of the portfolio, ranked #43.

Whelan Financial first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q2 2026. 2,005 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Whelan Financial held 1,899 shares of Applied Materials worth $971K as of Q3 2026.
Whelan Financial bought 153 Applied Materials shares in Q3 2026, an estimated $77.7K.
Applied Materials made up 0.25% of Whelan Financial's portfolio in Q3 2026, its #43 holding.
Whelan Financial first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
Whelan Financial's Applied Materials position peaked at $1.26M in Q2 2026.
2,005 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

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