Castle Wealth Management’s Applied Materials AMAT Stock Holding History

Castle 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 Q2	$859K	Sell	1,188 -2	-0.2%	-$923	0.25%	71
2026 Q1	$407K	Sell	1,190 -67	-5%	-$22.5K	0.13%	89
2025 Q4	$323K	Sell	1,257 -45	-3%	-$10.8K	0.11%	99
2025 Q3	$267K	Sell	1,302 -103	-7%	-$18.7K	0.09%	107
2025 Q2	$257K	Hold	1,405	–	–	0.09%	103
2025 Q1	$204K	Hold	1,405	–	–	0.08%	122
2024 Q4	$228K	Hold	1,405	–	–	0.09%	110
2024 Q3	$284K	Sell	1,405 -1	-0.1%	-$205	0.11%	104
2024 Q2	$332K	Buy	1,406 +76	+6%	+$16.3K	0.16%	97
2024 Q1	$274K	Hold	1,330	–	–	0.14%	105
2023 Q4	$216K	Buy	+1,330	New	+$195K	0.13%	108
2022 Q4	–	Sell	-1,330	Closed	-$109K	–	125
2022 Q3	$109K	Hold	1,330	–	–	0.07%	141
2022 Q2	$121K	Buy	+1,330	New	+$146K	0.07%	129

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

Castle Wealth Management's AMAT Position: Q2 2026 in Review

Castle Wealth Management reduced its Applied Materials (AMAT) stake by 0.17% in Q2 2026, selling an estimated $923 and leaving 1,188 shares worth $859K. The position accounts for 0.25% of the portfolio, ranked #71.

Castle Wealth Management first reported a position in AMAT in Q2 2022 and has held it in 13 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Castle Wealth Management held 1,188 shares of Applied Materials worth $859K as of Q2 2026.
Castle Wealth Management sold 2 Applied Materials shares in Q2 2026, an estimated $923.
Applied Materials made up 0.25% of Castle Wealth Management's portfolio in Q2 2026, its #71 holding.
Castle Wealth Management first reported a position in Applied Materials in Q2 2022 and has held it in 13 quarters since.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.