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Capstone Wealth Management Group (Oregon)’s Applied Materials AMAT Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$448K Sell
620
-84
-12% -$38.8K 0.27% 74
2026
Q1 		$240K Buy
+704
New +$237K 0.15% 111

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s AMAT Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Applied Materials (AMAT) stake by 12% in Q2 2026, selling an estimated $38.8K and leaving 620 shares worth $448K. The position accounts for 0.27% of the portfolio, ranked #74.

Capstone Wealth Management Group (Oregon) first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 620 shares of Applied Materials worth $448K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 84 Applied Materials shares in Q2 2026, an estimated $38.8K.
  • Applied Materials made up 0.27% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #74 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.