Aprio Wealth Management
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Aprio Wealth Management’s Applied Materials AMAT Stock Holding History

Aprio Wealth Management’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 		$3.74M Buy
7,321
+847
+13% +$430K 0.17% 108
2026
Q2 		$4.68M Buy
6,474
+578
+10% +$267K 0.23% 89
2026
Q1 		$2.02M Buy
5,896
+723
+14% +$243K 0.11% 128
2025
Q4 		$1.33M Buy
5,173
+2,995
+138% +$718K 0.08% 160
2025
Q3 		$446K Buy
2,178
+484
+29% +$87.8K 0.04% 244
2025
Q2 		$310K Buy
1,694
+146
+9% +$23.1K 0.04% 281
2025
Q1 		$225K Buy
1,548
+72
+5% +$12.1K 0.03% 332
2024
Q4 		$240K Sell
1,476
-121
-8% -$21.9K 0.04% 259
2024
Q3 		$323K Sell
1,597
-16
-1% -$3.28K 0.05% 181
2024
Q2 		$381K Buy
1,613
+38
+2% +$8.16K 0.07% 132
2024
Q1 		$325K Buy
+1,575
New +$289K 0.06% 141

Other funds holding AMAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Aprio Wealth Management's AMAT Position: Q3 2026 in Review

Aprio Wealth Management increased its Applied Materials (AMAT) stake by 13% in Q3 2026, buying an estimated $430K and bringing the position to 7,321 shares worth $3.74M. The position accounts for 0.17% of the portfolio, ranked #108.

Aprio Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.68M in Q2 2026. 2,233 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Aprio Wealth Management held 7,321 shares of Applied Materials worth $3.74M as of Q3 2026.
  • Aprio Wealth Management bought 847 Applied Materials shares in Q3 2026, an estimated $430K.
  • Applied Materials made up 0.17% of Aprio Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Aprio Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 11 quarters since.
  • Aprio Wealth Management's Applied Materials position peaked at $4.68M in Q2 2026.
  • 2,233 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.