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Bernard Wealth Management’s Applied Materials AMAT Stock Holding History

Bernard 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bernard Wealth Management's AMAT Position: Q1 2026 in Review

Bernard Wealth Management reduced its Applied Materials (AMAT) stake by 9.9% in Q1 2026, selling an estimated $22.5K and leaving 608 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #63.

Bernard Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Bernard Wealth Management held 608 shares of Applied Materials worth $208K as of Q1 2026.
  • Bernard Wealth Management sold 67 Applied Materials shares in Q1 2026, an estimated $22.5K.
  • Applied Materials made up 0.09% of Bernard Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Bernard Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.