Bernard Wealth Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$407K Sell
563
-45
-7% -$20.8K 0.15% 49
2026
Q1
$208K Sell
608
-67
-10% -$22.5K 0.09% 63
2025
Q4
$173K Hold
675
0.07% 68
2025
Q3
$138K Sell
675
-90
-12% -$16.3K 0.06% 75
2025
Q2
$140K Sell
765
-5
-0.6% -$792 0.06% 74
2025
Q1
$112K Buy
770
+5
+0.7% +$841 0.05% 77
2024
Q4
$124K Buy
+765
New +$139K 0.06% 73

Other funds holding AMAT

Bernard Wealth Management's AMAT Position: Q2 2026 in Review

Bernard Wealth Management reduced its Applied Materials (AMAT) stake by 7.4% in Q2 2026, selling an estimated $20.8K and leaving 563 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #49.

Bernard Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Bernard Wealth Management held 563 shares of Applied Materials worth $407K as of Q2 2026.
  • Bernard Wealth Management sold 45 Applied Materials shares in Q2 2026, an estimated $20.8K.
  • Applied Materials made up 0.15% of Bernard Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Bernard Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.