Capstone Financial Advisors’s Applied Materials AMAT Stock Holding History

Capstone Financial Advisors’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	$2.03M	Buy	2,804 +369	+15%	+$170K	0.1%	49
2026 Q1	$832K	Buy	+2,435	New	+$819K	0.04%	71
2022 Q3	–	Sell	-2,291	Closed	-$208K	–	142
2022 Q2	$208K	Buy	2,291 +55	+2%	+$6.03K	0.02%	112
2022 Q1	$295K	Buy	2,236 +3	+0.1%	+$413	0.02%	103
2021 Q4	$351K	Buy	2,233 +2	+0.1%	+$290	0.03%	95
2021 Q3	$287K	Buy	+2,231	New	+$303K	0.02%	100

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

Capstone Financial Advisors's AMAT Position: Q2 2026 in Review

Capstone Financial Advisors increased its Applied Materials (AMAT) stake by 15% in Q2 2026, buying an estimated $170K and bringing the position to 2,804 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #49.

Capstone Financial Advisors first reported a position in AMAT in Q3 2021 and has held it in 6 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Capstone Financial Advisors held 2,804 shares of Applied Materials worth $2.03M as of Q2 2026.
Capstone Financial Advisors bought 369 Applied Materials shares in Q2 2026, an estimated $170K.
Applied Materials made up 0.1% of Capstone Financial Advisors's portfolio in Q2 2026, its #49 holding.
Capstone Financial Advisors first reported a position in Applied Materials in Q3 2021 and has held it in 6 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.