AAS
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Avantax Advisory Services’s Applied Materials AMAT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$8.69M Buy
47,454
+6,368
+15% +$1.01M 0.05% 307
2025
Q1 		$5.96M Buy
41,086
+2,425
+6% +$408K 0.04% 365
2024
Q4 		$6.29M Sell
38,661
-490
-1% -$88.8K 0.04% 330
2024
Q3 		$7.91M Buy
39,151
+3,502
+10% +$718K 0.05% 282
2024
Q2 		$8.41M Buy
35,649
+11,700
+49% +$2.51M 0.06% 241
2024
Q1 		$4.94M Buy
23,949
+3,529
+17% +$647K 0.04% 310
2023
Q4 		$3.31M Buy
20,420
+4,129
+25% +$607K 0.03% 375
2023
Q3 		$2.26M Sell
16,291
-198
-1% -$28.4K 0.03% 428
2023
Q2 		$2.38M Buy
16,489
+2,739
+20% +$343K 0.03% 407
2023
Q1 		$1.69M Sell
13,750
-559
-4% -$64.2K 0.02% 488
2022
Q4 		$1.39M Sell
14,309
-1,169
-8% -$112K 0.02% 523
2022
Q3 		$1.27M Sell
15,478
-1,820
-11% -$175K 0.02% 493
2022
Q2 		$1.57M Buy
17,298
+3,655
+27% +$401K 0.02% 436
2022
Q1 		$1.8M Buy
13,643
+936
+7% +$129K 0.02% 399
2021
Q4 		$2M Buy
12,707
+1,320
+12% +$191K 0.03% 369
2021
Q3 		$1.47M Sell
11,387
-488
-4% -$66.3K 0.02% 401
2021
Q2 		$1.69M Buy
11,875
+4,114
+53% +$552K 0.03% 369
2021
Q1 		$1.03M Buy
7,761
+530
+7% +$58.5K 0.02% 424
2020
Q4 		$625K Sell
7,231
-15,677
-68% -$1.16M 0.01% 492
2020
Q3 		$1.36M Buy
22,908
+16,503
+258% +$1.02M 0.02% 442
2020
Q2 		$387K Buy
6,405
+777
+14% +$41.9K 0.01% 550
2020
Q1 		$259K Buy
5,628
+311
+6% +$17.9K 0.01% 631
2019
Q4 		$322K Buy
+5,317
New +$299K 0.01% 608

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's AMAT Position: Q2 2025 in Review

Avantax Advisory Services increased its Applied Materials (AMAT) stake by 15% in Q2 2025, buying an estimated $1.01M and bringing the position to 47,454 shares worth $8.69M. The position accounts for 0.05% of the portfolio, ranked #307.

Avantax Advisory Services first reported a position in AMAT in Q4 2019 and has held it in 23 quarters since. 2,315 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

  • Avantax Advisory Services held 47,454 shares of Applied Materials worth $8.69M as of Q2 2025.
  • Avantax Advisory Services bought 6,368 Applied Materials shares in Q2 2025, an estimated $1.01M.
  • Applied Materials made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #307 holding.
  • Avantax Advisory Services first reported a position in Applied Materials in Q4 2019 and has held it in 23 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.