Winthrop Advisory Group’s Applied Materials AMAT Stock Holding History

Winthrop Advisory Group’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	$1.9M	Buy	2,634 +242	+10%	+$112K	0.13%	65
2026 Q1	$818K	Buy	2,392 +6	+0.3%	+$2.02K	0.07%	83
2025 Q4	$613K	Sell	2,386 -386	-14%	-$92.5K	0.05%	96
2025 Q3	$567K	Buy	2,772 +1	+0%	+$181	0.05%	99
2025 Q2	$507K	Buy	2,771 +33	+1%	+$5.23K	0.05%	99
2025 Q1	$397K	Buy	2,738 +259	+10%	+$43.6K	0.05%	99
2024 Q4	$403K	Buy	2,479 +626	+34%	+$113K	0.05%	104
2024 Q3	$374K	Sell	1,853 -165	-8%	-$33.8K	0.05%	102
2024 Q2	$476K	Buy	2,018 +234	+13%	+$50.2K	0.06%	87
2024 Q1	$368K	Buy	1,784 +90	+5%	+$16.5K	0.05%	103
2023 Q4	$274K	Sell	1,694 -38	-2%	-$5.58K	0.04%	111
2023 Q3	$240K	Sell	1,732 -38	-2%	-$5.45K	0.04%	109
2023 Q2	$256K	Buy	1,770 +26	+1%	+$3.25K	0.04%	112
2023 Q1	$214K	Buy	+1,744	New	+$200K	0.04%	115
2022 Q2	–	Sell	-1,826	Closed	-$241K	–	123
2022 Q1	$241K	Hold	1,826	–	–	0.05%	117
2021 Q4	$287K	Hold	1,826	–	–	0.06%	103
2021 Q3	$235K	Sell	1,826 -159	-8%	-$21.6K	0.05%	117
2021 Q2	$282K	Buy	+1,985	New	+$266K	0.06%	102
2019 Q2	–	Sell	-5,478	Closed	-$222K	–	88
2019 Q1	$222K	Buy	+5,478	New	+$208K	0.1%	85
2018 Q4	–	Sell	-6,684	Closed	-$258K	–	88
2018 Q3	$258K	Buy	+6,684	New	+$296K	0.15%	70

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

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) Albany, New York $54.2B AUM 43.77% 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

Winthrop Advisory Group's AMAT Position: Q2 2026 in Review

Winthrop Advisory Group increased its Applied Materials (AMAT) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 2,634 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #65.

Winthrop Advisory Group first reported a position in AMAT in Q3 2018 and has held it in 20 quarters since. 1,233 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Winthrop Advisory Group held 2,634 shares of Applied Materials worth $1.9M as of Q2 2026.
Winthrop Advisory Group bought 242 Applied Materials shares in Q2 2026, an estimated $112K.
Applied Materials made up 0.13% of Winthrop Advisory Group's portfolio in Q2 2026, its #65 holding.
Winthrop Advisory Group first reported a position in Applied Materials in Q3 2018 and has held it in 20 quarters since.
1,233 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.