Clay Northam Wealth Management’s Applied Materials AMAT Stock Holding History

Clay Northam 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	$1.42M	Hold	1,959	–	–	0.7%	28
2026 Q1	$670K	Buy	1,959 +35	+2%	+$11.8K	0.38%	45
2025 Q4	$494K	Sell	1,924 -100	-5%	-$24K	0.27%	52
2025 Q3	$414K	Sell	2,024 -100	-5%	-$18.1K	0.24%	58
2025 Q2	$389K	Hold	2,124	–	–	0.25%	55
2025 Q1	$308K	Sell	2,124 -25	-1%	-$4.2K	0.22%	61
2024 Q4	$349K	Hold	2,149	–	–	0.23%	57
2024 Q3	$434K	Buy	2,149 +27	+1%	+$5.54K	0.3%	47
2024 Q2	$501K	Hold	2,122	–	–	0.38%	41
2024 Q1	$438K	Hold	2,122	–	–	0.35%	45
2023 Q4	$344K	Hold	2,122	–	–	0.31%	54
2023 Q3	$294K	Hold	2,122	–	–	0.29%	54
2023 Q2	$307K	Hold	2,122	–	–	0.29%	54
2023 Q1	$261K	Hold	2,122	–	–	0.27%	60
2022 Q4	$207K	Sell	2,122 -440	-17%	-$42.2K	0.24%	71
2022 Q3	$210K	Hold	2,562	–	–	0.26%	72
2022 Q2	$233K	Hold	2,562	–	–	0.29%	66
2022 Q1	$338K	Sell	2,562 -50	-2%	-$6.88K	0.34%	55
2021 Q4	$411K	Buy	+2,612	New	+$378K	0.39%	53

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

Clay Northam Wealth Management's AMAT Position: Q2 2026 in Review

Clay Northam Wealth Management held its Applied Materials (AMAT) position steady in Q2 2026 at 1,959 shares worth $1.42M. The position accounts for 0.7% of the portfolio, ranked #28.

Clay Northam Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. 3,492 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Clay Northam Wealth Management held 1,959 shares of Applied Materials worth $1.42M as of Q2 2026.
Clay Northam Wealth Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.7% of Clay Northam Wealth Management's portfolio in Q2 2026, its #28 holding.
Clay Northam Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
3,492 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.