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Boomfish Wealth Group’s Applied Materials AMAT Stock Holding History

Boomfish Wealth Group’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 		$6.7M Sell
9,265
-1,565
-14% -$722K 3.05% 6
2026
Q1 		$3.7M Sell
10,830
-4,387
-29% -$1.48M 1.98% 12
2025
Q4 		$3.91M Sell
15,217
-2,050
-12% -$491K 2.09% 10
2025
Q3 		$3.54M Buy
17,267
+619
+4% +$112K 1.91% 12
2025
Q2 		$3.05M Buy
16,648
+392
+2% +$62.1K 1.76% 17
2025
Q1 		$2.36M Buy
16,256
+1,099
+7% +$185K 1.53% 27
2024
Q4 		$2.47M Buy
15,157
+1,615
+12% +$293K 1.5% 21
2024
Q3 		$2.74M Buy
13,542
+1,522
+13% +$312K 1.68% 16
2024
Q2 		$2.84M Sell
12,020
-1,650
-12% -$354K 1.83% 10
2024
Q1 		$2.82M Sell
13,670
-2,214
-14% -$406K 1.9% 6
2023
Q4 		$2.57M Buy
+15,884
New +$2.33M 1.86% 14

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

Boomfish Wealth Group's AMAT Position: Q2 2026 in Review

Boomfish Wealth Group reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $722K and leaving 9,265 shares worth $6.7M. The position accounts for 3.05% of the portfolio, ranked #6.

Boomfish Wealth Group first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Boomfish Wealth Group held 9,265 shares of Applied Materials worth $6.7M as of Q2 2026.
  • Boomfish Wealth Group sold 1,565 Applied Materials shares in Q2 2026, an estimated $722K.
  • Applied Materials made up 3.05% of Boomfish Wealth Group's portfolio in Q2 2026, its #6 holding.
  • Boomfish Wealth Group first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.