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

Aviso 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 		$1.4M Buy
2,733
+61
+2% +$31K 0.53% 44
2026
Q2 		$1.93M Buy
2,672
+75
+3% +$34.6K 0.66% 35
2026
Q1 		$888K Buy
2,597
+534
+26% +$180K 0.4% 56
2025
Q4 		$530K Buy
2,063
+16
+0.8% +$3.84K 0.22% 90
2025
Q3 		$419K Sell
2,047
-806
-28% -$146K 0.18% 99
2025
Q2 		$522K Sell
2,853
-77
-3% -$12.2K 0.24% 90
2025
Q1 		$425K Sell
2,930
-87
-3% -$14.6K 0.23% 93
2024
Q4 		$491K Buy
+3,017
New +$547K 0.25% 88

Other funds holding AMAT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Aviso Wealth Management increased its Applied Materials (AMAT) stake by 2.3% in Q3 2026, buying an estimated $31K and bringing the position to 2,733 shares worth $1.4M. The position accounts for 0.53% of the portfolio, ranked #44.

Aviso Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2026. 2,528 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Aviso Wealth Management held 2,733 shares of Applied Materials worth $1.4M as of Q3 2026.
  • Aviso Wealth Management bought 61 Applied Materials shares in Q3 2026, an estimated $31K.
  • Applied Materials made up 0.53% of Aviso Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Aviso Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
  • Aviso Wealth Management's Applied Materials position peaked at $1.93M in Q2 2026.
  • 2,528 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.