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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Capital Advisors Wealth Management's AMAT Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Applied Materials (AMAT) stake by 0.33% in Q2 2026, selling an estimated $2.31K and leaving 1,493 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #96.

Capital Advisors Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,492 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Capital Advisors Wealth Management held 1,493 shares of Applied Materials worth $1.08M as of Q2 2026.
  • Capital Advisors Wealth Management sold 5 Applied Materials shares in Q2 2026, an estimated $2.31K.
  • Applied Materials made up 0.13% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Capital Advisors Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,492 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.