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Arete Wealth Advisors’s Applied Materials AMAT Stock Holding History

Arete 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 		– Sell
-3,179
Closed -$817K – 333
2025
Q4 		$817K Sell
3,179
-215
-6% -$51.5K 0.05% 322
2025
Q3 		$698K Sell
3,394
-6,023
-64% -$1.09M 0.04% 359
2025
Q2 		$1.72M Sell
9,417
-1,472
-14% -$233K 0.12% 174
2025
Q1 		$1.58M Buy
10,889
+2,661
+32% +$447K 0.12% 173
2024
Q4 		$1.34M Buy
8,228
+1,063
+15% +$193K 0.1% 209
2024
Q3 		$1.43M Buy
7,165
+638
+10% +$131K 0.12% 166
2024
Q2 		$1.54M Buy
+6,527
New +$1.4M 0.13% 165
2024
Q1 		– Sell
-6,681
Closed -$1.08M – 390
2023
Q4 		$1.08M Buy
6,681
+2,264
+51% +$333K 0.08% 235
2023
Q3 		$612K Buy
4,417
+2,294
+108% +$329K 0.11% 204
2023
Q2 		$307K Sell
2,123
-605
-22% -$75.7K 0.03% 491
2023
Q1 		$335K Sell
2,728
-884
-24% -$102K 0.03% 446
2022
Q4 		$352M Sell
3,612
-1,401
-28% -$134K 0.03% 416
2022
Q3 		$411K Buy
+5,013
New +$483K 0.04% 341
2022
Q2 		– Sell
-2,936
Closed -$387K – 455
2022
Q1 		$387K Sell
2,936
-524
-15% -$72.1K 0.03% 341
2021
Q4 		$550K Buy
3,460
+533
+18% +$77.2K 0.05% 273
2021
Q3 		$377K Sell
2,927
-2,044
-41% -$278K 0.04% 294
2021
Q2 		$566K Buy
4,971
+2,456
+98% +$330K 0.08% 189
2021
Q1 		$336K Buy
+2,515
New +$277K 0.04% 303
2020
Q2 		– Sell
-5,787
Closed -$265K – 370
2020
Q1 		$265K Sell
5,787
-946
-14% -$54.3K 0.05% 259
2019
Q4 		$409K Sell
6,733
-155
-2% -$8.71K 0.07% 259
2019
Q3 		$344K Sell
6,888
-2,925
-30% -$141K 0.07% 274
2019
Q2 		$441K Buy
+9,813
New +$413K 0.09% 239

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

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

Arete Wealth Advisors sold out of Applied Materials (AMAT) in Q1 2026, closing a stake of 3,179 shares — an estimated $817K sold.

Arete Wealth Advisors first reported a position in AMAT in Q2 2019 and held it in 22 quarters. The position peaked at $352M in Q4 2022. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Applied Materials position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,179 Applied Materials shares in Q1 2026, an estimated $817K.
  • Arete Wealth Advisors first reported a position in Applied Materials in Q2 2019 and held it in 22 quarters.
  • Arete Wealth Advisors's Applied Materials position peaked at $352M in Q4 2022.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.