Baker Tilly Wealth Management
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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
Q3 		$619K Buy
1,211
+478
+65% +$243K 0.12% 143
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

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Baker Tilly Wealth Management's AMAT Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Applied Materials (AMAT) stake by 65% in Q3 2026, buying an estimated $243K and bringing the position to 1,211 shares worth $619K. The position accounts for 0.12% of the portfolio, ranked #143.

Baker Tilly Wealth Management first reported a position in AMAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.21M in Q4 2021. 1,943 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Baker Tilly Wealth Management held 1,211 shares of Applied Materials worth $619K as of Q3 2026.
  • Baker Tilly Wealth Management bought 478 Applied Materials shares in Q3 2026, an estimated $243K.
  • Applied Materials made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Baker Tilly Wealth Management first reported a position in Applied Materials in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Applied Materials position peaked at $1.21M in Q4 2021.
  • 1,943 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.