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Capital Advisors Wealth Management’s Applied Materials AMAT Stock Holding History

Capital Advisors 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
Q3 		$760K Sell
1,486
-7
-0.5% -$3.55K 0.09% 121
2026
Q2 		$1.08M Sell
1,493
-5
-0.3% -$2.31K 0.13% 96
2026
Q1 		$512K Sell
1,498
-5
-0.3% -$1.68K 0.07% 128
2025
Q4 		$386K Sell
1,503
-330
-18% -$79.1K 0.05% 148
2025
Q3 		$375K Buy
1,833
+28
+2% +$5.08K 0.05% 144
2025
Q2 		$331K Buy
1,805
+30
+2% +$4.75K 0.05% 145
2025
Q1 		$258K Buy
1,775
+464
+35% +$78K 0.05% 151
2024
Q4 		$213K Buy
+1,311
New +$238K 0.04% 168

Other funds holding AMAT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Capital Advisors Wealth Management's AMAT Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Applied Materials (AMAT) stake by 0.47% in Q3 2026, selling an estimated $3.55K and leaving 1,486 shares worth $760K. The position accounts for 0.09% of the portfolio, ranked #121.

Capital Advisors Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Capital Advisors Wealth Management held 1,486 shares of Applied Materials worth $760K as of Q3 2026.
  • Capital Advisors Wealth Management sold 7 Applied Materials shares in Q3 2026, an estimated $3.55K.
  • Applied Materials made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Capital Advisors Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
  • Capital Advisors Wealth Management's Applied Materials position peaked at $1.08M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.