Cabot Wealth Management’s Applied Materials AMAT Stock Holding History

Cabot 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	$578K	Hold	800	–	–	0.06%	100
2026 Q1	$273K	Hold	800	–	–	0.03%	125
2025 Q4	$206K	Buy	+800	New	+$192K	0.02%	136
2024 Q3	–	Sell	-890	Closed	-$210K	–	130
2024 Q2	$210K	Buy	+890	New	+$191K	0.03%	132
2022 Q3	–	Sell	-2,640	Closed	-$240K	–	148
2022 Q2	$240K	Hold	2,640	–	–	0.04%	137
2022 Q1	$348K	Sell	2,640 -115	-4%	-$15.8K	0.05%	134
2021 Q4	$434K	Sell	2,755 -35	-1%	-$5.07K	0.06%	126
2021 Q3	$359K	Buy	2,790 +150	+6%	+$20.4K	0.05%	130
2021 Q2	$376K	Buy	2,640 +448	+20%	+$60.1K	0.05%	127
2021 Q1	$293K	Buy	+2,192	New	+$242K	0.04%	134

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Cabot Wealth Management held its Applied Materials (AMAT) position steady in Q2 2026 at 800 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #100.

Cabot Wealth Management first reported a position in AMAT in Q1 2021 and has held it in 10 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Cabot Wealth Management held 800 shares of Applied Materials worth $578K as of Q2 2026.
Cabot Wealth Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.06% of Cabot Wealth Management's portfolio in Q2 2026, its #100 holding.
Cabot Wealth Management first reported a position in Applied Materials in Q1 2021 and has held it in 10 quarters since.
3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.