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Baker Tilly Wealth Management’s Applied Materials AMAT Stock Holding History

Baker Tilly 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
Q2 		$530K Sell
733
-190
-21% -$87.7K 0.11% 163
2026
Q1 		$316K Buy
923
+100
+12% +$33.6K 0.08% 202
2025
Q4 		$212K Sell
823
-387
-32% -$92.8K 0.05% 272
2025
Q3 		$248K Sell
1,210
-50
-4% -$9.07K 0.06% 242
2025
Q2 		$231K Sell
1,260
-1,003
-44% -$159K 0.08% 216
2025
Q1 		$328K Buy
2,263
+809
+56% +$136K 0.13% 170
2024
Q4 		$236K Sell
1,454
-271
-16% -$49.1K 0.09% 211
2024
Q3 		$349K Buy
1,725
+239
+16% +$49K 0.15% 160
2024
Q2 		$351K Sell
1,486
-1,561
-51% -$335K 0.14% 170
2024
Q1 		$628K Sell
3,047
-1,196
-28% -$219K 0.11% 203
2023
Q4 		$688K Sell
4,243
-800
-16% -$118K 0.11% 202
2023
Q3 		$698K Sell
5,043
-2,483
-33% -$356K 0.12% 180
2023
Q2 		$1.09M Sell
7,526
-1,902
-20% -$238K 0.11% 189
2023
Q1 		$1.16M Buy
9,428
+669
+8% +$76.8K 0.13% 176
2022
Q4 		$853K Sell
8,759
-81
-0.9% -$7.77K 0.11% 219
2022
Q3 		$724K Buy
8,840
+2,205
+33% +$213K 0.1% 223
2022
Q2 		$604K Buy
6,635
+644
+11% +$70.6K 0.08% 257
2022
Q1 		$790K Sell
5,991
-1,686
-22% -$232K 0.09% 233
2021
Q4 		$1.21M Buy
7,677
+207
+3% +$30K 0.13% 166
2021
Q3 		$962K Buy
7,470
+709
+10% +$96.3K 0.13% 174
2021
Q2 		$963K Buy
6,761
+423
+7% +$56.8K 0.16% 153
2021
Q1 		$847K Buy
6,338
+317
+5% +$35K 0.17% 142
2020
Q4 		$520K Buy
+6,021
New +$445K 0.16% 142

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baker Tilly Wealth Management's AMAT Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Applied Materials (AMAT) stake by 21% in Q2 2026, selling an estimated $87.7K and leaving 733 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #163.

Baker Tilly Wealth Management first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2021. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Baker Tilly Wealth Management held 733 shares of Applied Materials worth $530K as of Q2 2026.
  • Baker Tilly Wealth Management sold 190 Applied Materials shares in Q2 2026, an estimated $87.7K.
  • Applied Materials made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Baker Tilly Wealth Management first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Applied Materials position peaked at $1.21M in Q4 2021.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.