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Advisor OS’s Applied Materials AMAT Stock Holding History

Advisor OS’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 		$2.11M Buy
2,922
+246
+9% +$114K 0.14% 110
2026
Q1 		$915K Sell
2,676
-253
-9% -$85.1K 0.07% 194
2025
Q4 		$753K Sell
2,929
-727
-20% -$174K 0.06% 204
2025
Q3 		$749K Buy
3,656
+2,253
+161% +$409K 0.06% 191
2025
Q2 		$257K Buy
+1,403
New +$222K 0.03% 382
2024
Q4 		– Sell
-1,523
Closed -$308K – 409
2024
Q3 		$308K Sell
1,523
-147
-9% -$30.2K 0.03% 322
2024
Q2 		$394K Buy
1,670
+37
+2% +$7.94K 0.04% 265
2024
Q1 		$337K Buy
+1,633
New +$300K 0.04% 292

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advisor OS's AMAT Position: Q2 2026 in Review

Advisor OS increased its Applied Materials (AMAT) stake by 9.2% in Q2 2026, buying an estimated $114K and bringing the position to 2,922 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #110.

Advisor OS first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Advisor OS held 2,922 shares of Applied Materials worth $2.11M as of Q2 2026.
  • Advisor OS bought 246 Applied Materials shares in Q2 2026, an estimated $114K.
  • Applied Materials made up 0.14% of Advisor OS's portfolio in Q2 2026, its #110 holding.
  • Advisor OS first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.