Allium Financial Advisors
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Allium Financial Advisors’s Applied Materials AMAT Stock Holding History

Allium Financial 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
Q3 		$1.49M Sell
2,819
-3
-0.1% -$1.52K 1.01% 21
2026
Q2 		$2.04M Sell
2,822
-1
-0% -$461 1.34% 18
2026
Q1 		$965K Buy
2,823
+16
+0.6% +$5.38K 0.77% 25
2025
Q4 		$721K Hold
2,807
– – 0.57% 32
2025
Q3 		$575K Hold
2,807
– – 0.48% 34
2025
Q2 		$514K Hold
2,807
– – 0.45% 37
2025
Q1 		$407K Buy
+2,807
New +$472K 0.37% 45

Other funds holding AMAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Allium Financial Advisors's AMAT Position: Q3 2026 in Review

Allium Financial Advisors reduced its Applied Materials (AMAT) stake by 0.11% in Q3 2026, selling an estimated $1.52K and leaving 2,819 shares worth $1.49M. The position accounts for 1.01% of the portfolio, ranked #21.

Allium Financial Advisors first reported a position in AMAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Allium Financial Advisors held 2,819 shares of Applied Materials worth $1.49M as of Q3 2026.
  • Allium Financial Advisors sold 3 Applied Materials shares in Q3 2026, an estimated $1.52K.
  • Applied Materials made up 1.01% of Allium Financial Advisors's portfolio in Q3 2026, its #21 holding.
  • Allium Financial Advisors first reported a position in Applied Materials in Q1 2025 and has held it in 7 quarters since.
  • Allium Financial Advisors's Applied Materials position peaked at $2.04M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Allium Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.