44 Wealth Management’s Applied Materials AMAT Stock Holding History

44 Wealth Management’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	$1.72M	Buy	+2,381	New	+$1.1M	0.57%	58
2025 Q3	–	Sell	-8,888	Closed	-$1.63M	–	203
2025 Q2	$1.63M	Buy	8,888 +740	+9%	+$117K	0.58%	58
2025 Q1	$1.18M	Buy	8,148 +786	+11%	+$132K	0.44%	78
2024 Q4	$1.2M	Sell	7,362 -735	-9%	-$133K	0.46%	75
2024 Q3	$1.48M	Buy	+8,097	New	+$1.66M	0.52%	62
2022 Q2	–	Sell	-14,266	Closed	-$1.88M	–	167
2022 Q1	$1.88M	Sell	14,266 -1,205	-8%	-$166K	0.68%	37
2021 Q4	$2.44M	Sell	15,471 -127	-0.8%	-$18.4K	0.85%	27
2021 Q3	$2.01M	Sell	15,598 -342	-2%	-$46.4K	0.77%	39
2021 Q2	$2.27M	Sell	15,940 -3,806	-19%	-$511K	0.87%	27
2021 Q1	$2.64M	Buy	19,746 +16,708	+550%	+$1.84M	1.1%	21
2020 Q4	$262K	Buy	+3,038	New	+$225K	0.12%	132

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

44 Wealth Management's AMAT Position: Q2 2026 in Review

44 Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 2,381 shares worth $1.72M. The stake represents 0.57% of the portfolio and ranks #58 among its holdings. This is a return to the name: 44 Wealth Management previously reported a position in AMAT as recently as Q2 2025.

44 Wealth Management first reported a position in AMAT in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.64M in Q1 2021. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

44 Wealth Management held 2,381 shares of Applied Materials worth $1.72M as of Q2 2026.
Applied Materials was a new 44 Wealth Management position in Q2 2026.
Applied Materials made up 0.57% of 44 Wealth Management's portfolio in Q2 2026, its #58 holding.
44 Wealth Management first reported a position in Applied Materials in Q4 2020 and has held it in 11 quarters since.
44 Wealth Management's Applied Materials position peaked at $2.64M in Q1 2021.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.