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AGH Wealth Advisors’s Applied Materials AMAT Stock Holding History

AGH 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
Q2 		$1.53M Sell
2,112
-291
-12% -$134K 0.96% 24
2026
Q1 		$821K Sell
2,403
-61
-2% -$20.5K 0.6% 33
2025
Q4 		$633K Buy
2,464
+147
+6% +$35.2K 0.48% 39
2025
Q3 		$474K Sell
2,317
-197
-8% -$35.7K 0.35% 60
2025
Q2 		$460K Buy
2,514
+101
+4% +$16K 0.38% 55
2025
Q1 		$350K Buy
2,413
+126
+6% +$21.2K 0.34% 67
2024
Q4 		$372K Buy
+2,287
New +$414K 0.34% 67

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 $3.37T AUM 44.26% 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

AGH Wealth Advisors's AMAT Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Applied Materials (AMAT) stake by 12% in Q2 2026, selling an estimated $134K and leaving 2,112 shares worth $1.53M. The position accounts for 0.96% of the portfolio, ranked #24.

AGH Wealth Advisors first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • AGH Wealth Advisors held 2,112 shares of Applied Materials worth $1.53M as of Q2 2026.
  • AGH Wealth Advisors sold 291 Applied Materials shares in Q2 2026, an estimated $134K.
  • Applied Materials made up 0.96% of AGH Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • AGH Wealth Advisors first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.