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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
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 $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

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

AGH Wealth Advisors reduced its Applied Materials (AMAT) stake by 2.5% in Q1 2026, selling an estimated $20.5K and leaving 2,403 shares worth $821K. The position accounts for 0.6% of the portfolio, ranked #33.

AGH Wealth Advisors first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • AGH Wealth Advisors held 2,403 shares of Applied Materials worth $821K as of Q1 2026.
  • AGH Wealth Advisors sold 61 Applied Materials shares in Q1 2026, an estimated $20.5K.
  • Applied Materials made up 0.6% of AGH Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • AGH Wealth Advisors first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.