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Cassaday & Co Wealth Management’s Applied Materials AMAT Stock Holding History

Cassaday & Co 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
Q1 		$646K Buy
1,889
+988
+110% +$332K 0.01% 186
2025
Q4 		$232K Buy
+901
New +$216K ﹤0.01% 322

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassaday & Co Wealth Management's AMAT Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Applied Materials (AMAT) stake by 110% in Q1 2026, buying an estimated $332K and bringing the position to 1,889 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #186.

Cassaday & Co Wealth Management first reported a position in AMAT in Q4 2025 and has held it in 2 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,889 shares of Applied Materials worth $646K as of Q1 2026.
  • Cassaday & Co Wealth Management bought 988 Applied Materials shares in Q1 2026, an estimated $332K.
  • Applied Materials made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Cassaday & Co Wealth Management first reported a position in Applied Materials in Q4 2025 and has held it in 2 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.