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Bogart Wealth LLC’s Applied Materials AMAT Stock Holding History

Bogart Wealth LLC’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
2021
Q3 		– Sell
-100
Closed -$14K – 716
2021
Q2 		$14K Buy
+100
New +$13.4K ﹤0.01% 394

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bogart Wealth LLC's AMAT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Applied Materials (AMAT) stake by 0.29% in Q2 2026, buying an estimated $45.7K and bringing the position to 34,475 shares worth $24.9M. The position accounts for 0.85% of the portfolio, ranked #23.

Bogart Wealth LLC first reported a position in AMAT in Q1 2018 and has held it in 34 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Bogart Wealth LLC held 34,475 shares of Applied Materials worth $24.9M as of Q2 2026.
  • Bogart Wealth LLC bought 99 Applied Materials shares in Q2 2026, an estimated $45.7K.
  • Applied Materials made up 0.85% of Bogart Wealth LLC's portfolio in Q2 2026, its #23 holding.
  • Bogart Wealth LLC first reported a position in Applied Materials in Q1 2018 and has held it in 34 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.