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Adapt Wealth Advisors’s Applied Materials AMAT Stock Holding History

Adapt Wealth Advisors’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
Q1 		$265K Sell
776
-108
-12% -$36.3K 0.1% 84
2025
Q4 		$227K Buy
+884
New +$212K 0.08% 89

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adapt Wealth Advisors's AMAT Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Applied Materials (AMAT) stake by 12% in Q1 2026, selling an estimated $36.3K and leaving 776 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #84.

Adapt Wealth Advisors first reported a position in AMAT in Q4 2025 and has held it in 2 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Adapt Wealth Advisors held 776 shares of Applied Materials worth $265K as of Q1 2026.
  • Adapt Wealth Advisors sold 108 Applied Materials shares in Q1 2026, an estimated $36.3K.
  • Applied Materials made up 0.1% of Adapt Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Adapt Wealth Advisors first reported a position in Applied Materials in Q4 2025 and has held it in 2 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.