Circle Wealth Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Buy
2,231
+1,578
+242% +$728K 0.02% 115
2026
Q1
$223K Buy
+653
New +$220K ﹤0.01% 252

Other funds holding AMAT

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

Circle Wealth Management increased its Applied Materials (AMAT) stake by 242% in Q2 2026, buying an estimated $728K and bringing the position to 2,231 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #115.

Circle Wealth Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Circle Wealth Management held 2,231 shares of Applied Materials worth $1.61M as of Q2 2026.
  • Circle Wealth Management bought 1,578 Applied Materials shares in Q2 2026, an estimated $728K.
  • Applied Materials made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Circle Wealth Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.