Brandywine Oak Private Wealth’s Applied Materials AMAT Stock Holding History

Brandywine Oak Private Wealth’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 Q3	$541K	Sell	1,058 -4	-0.4%	-$2.03K	0.04%	149
2026 Q2	$768K	Sell	1,062 -39	-4%	-$18K	0.06%	129
2026 Q1	$376K	Buy	1,101 +20	+2%	+$6.73K	0.03%	172
2025 Q4	$278K	Sell	1,081 -43	-4%	-$10.3K	0.02%	203
2025 Q3	$230K	Buy	1,124 +10	+0.9%	+$1.81K	0.02%	220
2025 Q2	$204K	Buy	+1,114	New	+$177K	0.02%	232
2024 Q4	–	Sell	-1,096	Closed	-$221K	–	232
2024 Q3	$221K	Buy	1,096 +1	+0.1%	+$205	0.02%	221
2024 Q2	$258K	Sell	1,095 -6	-0.5%	-$1.29K	0.03%	202
2024 Q1	$227K	Buy	+1,101	New	+$202K	0.02%	222
2019 Q3	–	Sell	-6,166	Closed	-$276K	–	234
2019 Q2	$276K	Sell	6,166 -142	-2%	-$5.98K	0.06%	174
2019 Q1	$250K	Buy	6,308 +4,924	+356%	+$187K	0.05%	188
2018 Q4	$45K	Buy	+1,384	New	+$47.4K	0.01%	374

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Brandywine Oak Private Wealth's AMAT Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its Applied Materials (AMAT) stake by 0.38% in Q3 2026, selling an estimated $2.03K and leaving 1,058 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #149.

Brandywine Oak Private Wealth first reported a position in AMAT in Q4 2018 and has held it in 12 quarters since. The position peaked at $768K in Q2 2026. 2,233 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Brandywine Oak Private Wealth held 1,058 shares of Applied Materials worth $541K as of Q3 2026.
Brandywine Oak Private Wealth sold 4 Applied Materials shares in Q3 2026, an estimated $2.03K.
Applied Materials made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #149 holding.
Brandywine Oak Private Wealth first reported a position in Applied Materials in Q4 2018 and has held it in 12 quarters since.
Brandywine Oak Private Wealth's Applied Materials position peaked at $768K in Q2 2026.
2,233 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.