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Baldwin Wealth Partners’s Applied Materials AMAT Stock Holding History

Baldwin Wealth Partners’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 		$207K Buy
+286
New +$132K 0.01% 223
2024
Q4 		– Sell
-304
Closed -$61.4K – 268
2024
Q3 		$61.4K Buy
304
+231
+316% +$47.4K ﹤0.01% 508
2024
Q2 		$17.2K Buy
73
+15
+26% +$3.22K ﹤0.01% 484
2024
Q1 		$12K Hold
58
– – ﹤0.01% 536
2023
Q4 		$9.4K Hold
58
– – ﹤0.01% 582
2023
Q3 		$8.03K Hold
58
– – ﹤0.01% 593
2023
Q2 		$8.38K Sell
58
-31
-35% -$3.88K ﹤0.01% 606
2023
Q1 		$10.9K Hold
89
– – ﹤0.01% 609
2022
Q4 		$8.67K Buy
89
+31
+53% +$2.98K ﹤0.01% 617
2022
Q3 		$5K Sell
58
-940
-94% -$90.6K ﹤0.01% 556
2022
Q2 		$91K Buy
998
+58
+6% +$6.36K 0.01% 261
2022
Q1 		$124K Buy
+940
New +$129K 0.01% 251
2018
Q3 		– Sell
-550
Closed -$25K – 516
2018
Q2 		$25K Hold
550
– – ﹤0.01% 377
2018
Q1 		$31K Buy
550
+425
+340% +$23.7K 0.01% 343
2017
Q4 		$6K Buy
+125
New +$6.77K ﹤0.01% 429

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Baldwin Wealth Partners's AMAT Position: Q2 2026 in Review

Baldwin Wealth Partners opened a new position in Applied Materials (AMAT) in Q2 2026: 286 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: Baldwin Wealth Partners previously reported a position in AMAT as recently as Q3 2024.

Baldwin Wealth Partners first reported a position in AMAT in Q4 2017 and has held it in 15 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Baldwin Wealth Partners held 286 shares of Applied Materials worth $207K as of Q2 2026.
  • Applied Materials was a new Baldwin Wealth Partners position in Q2 2026.
  • Applied Materials made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Baldwin Wealth Partners first reported a position in Applied Materials in Q4 2017 and has held it in 15 quarters since.
  • 605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.