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Bullock Wealth Management’s Applied Materials AMAT Stock Holding History

Bullock 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
Q2 		$1.79M Sell
2,751
-1,206
-30% -$556K 0.78% 20
2026
Q1 		$1.4M Sell
3,957
-564
-12% -$190K 0.7% 26
2025
Q4 		$1.16M Buy
4,521
+48
+1% +$11.5K 0.57% 33
2025
Q3 		$974K Sell
4,473
-60
-1% -$10.9K 0.48% 49
2025
Q2 		$833K Buy
4,533
+82
+2% +$13K 0.44% 55
2025
Q1 		$648K Buy
4,451
+1,508
+51% +$254K 0.36% 63
2024
Q4 		$479K Buy
2,943
+2,358
+403% +$427K 0.28% 76
2024
Q3 		$115K Buy
585
+304
+108% +$62.4K 0.07% 180
2024
Q2 		$66.6K Buy
281
+65
+30% +$14K 0.04% 211
2024
Q1 		$45K Buy
+216
New +$39.6K 0.03% 250

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Applied Materials (AMAT) stake by 30% in Q2 2026, selling an estimated $556K and leaving 2,751 shares worth $1.79M. The position accounts for 0.78% of the portfolio, ranked #20.

Bullock Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 3,516 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Bullock Wealth Management held 2,751 shares of Applied Materials worth $1.79M as of Q2 2026.
  • Bullock Wealth Management sold 1,206 Applied Materials shares in Q2 2026, an estimated $556K.
  • Applied Materials made up 0.78% of Bullock Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Bullock Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
  • 3,516 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.