CFM Wealth Partners
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CFM Wealth Partners’s Applied Materials AMAT Stock Holding History

CFM Wealth Partners’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 		$10.1M Sell
13,989
-609
-4% -$281K 1.29% 22
2026
Q1 		$4.99M Hold
14,598
– – 0.75% 37
2025
Q4 		$3.75M Sell
14,598
-118
-0.8% -$28.3K 0.54% 45
2025
Q3 		$3.01M Hold
14,716
– – 0.44% 48
2025
Q2 		$2.69M Sell
14,716
-179
-1% -$28.4K 0.43% 48
2025
Q1 		$2.16M Sell
14,895
-125
-0.8% -$21K 0.38% 53
2024
Q4 		$2.44M Hold
15,020
– – 0.41% 52
2024
Q3 		$3.03M Sell
15,020
-8
-0.1% -$1.64K 0.53% 46
2024
Q2 		$3.55M Sell
15,028
-475
-3% -$102K 0.65% 38
2024
Q1 		$3.2M Sell
15,503
-436
-3% -$80K 0.64% 42
2023
Q4 		$2.58M Sell
15,939
-125
-0.8% -$18.4K 0.58% 48
2023
Q3 		$2.22M Hold
16,064
– – 0.58% 46
2023
Q2 		$2.32M Sell
16,064
-29
-0.2% -$3.63K 0.56% 48
2023
Q1 		$1.98M Sell
16,093
-58
-0.4% -$6.66K 0.53% 53
2022
Q4 		$1.57M Hold
16,151
– – 0.47% 59
2022
Q3 		$1.32M Hold
16,151
– – 0.42% 59
2022
Q2 		$1.47M Sell
16,151
-1,035
-6% -$114K 0.44% 60
2022
Q1 		$2.26M Hold
17,186
– – 0.54% 49
2021
Q4 		$2.75M Hold
17,186
– – 0.61% 47
2021
Q3 		$2.21M Hold
17,186
– – 0.56% 46
2021
Q2 		$2.45M Hold
17,186
– – 0.65% 42
2021
Q1 		$2.3M Hold
17,186
– – 0.69% 40
2020
Q4 		$1.48M Sell
17,186
-169
-1% -$12.5K 0.47% 53
2020
Q3 		$1.03M Hold
17,355
– – 0.38% 55
2020
Q2 		$1.05M Sell
17,355
-2,770
-14% -$149K 0.4% 54
2020
Q1 		$922K Sell
20,125
-32
-0.2% -$1.84K 0.43% 51
2019
Q4 		$1.27M Buy
+20,157
New +$1.13M 0.47% 47

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 $3.38T AUM 44.17% 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

CFM Wealth Partners's AMAT Position: Q2 2026 in Review

CFM Wealth Partners reduced its Applied Materials (AMAT) stake by 4.2% in Q2 2026, selling an estimated $281K and leaving 13,989 shares worth $10.1M. The position accounts for 1.29% of the portfolio, ranked #22.

CFM Wealth Partners first reported a position in AMAT in Q4 2019 and has held it in 27 quarters since. 3,519 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • CFM Wealth Partners held 13,989 shares of Applied Materials worth $10.1M as of Q2 2026.
  • CFM Wealth Partners sold 609 Applied Materials shares in Q2 2026, an estimated $281K.
  • Applied Materials made up 1.29% of CFM Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • CFM Wealth Partners first reported a position in Applied Materials in Q4 2019 and has held it in 27 quarters since.
  • 3,519 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.