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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return