CWM
AMAT icon

Congress Wealth Management’s Applied Materials AMAT Stock Holding History

Congress 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
2025
Q2 		$16.6M Buy
90,939
+22,481
+33% +$3.56M 0.16% 155
2025
Q1 		$9.95M Buy
68,458
+9,354
+16% +$1.57M 0.12% 201
2024
Q4 		$9.61M Sell
59,104
-27,250
-32% -$4.94M 0.13% 204
2024
Q3 		$17.4M Buy
86,354
+22,514
+35% +$4.62M 0.23% 125
2024
Q2 		$15.1M Buy
63,840
+28,825
+82% +$6.19M 0.24% 119
2024
Q1 		$7.22M Buy
35,015
+1,040
+3% +$191K 0.12% 192
2023
Q4 		$5.51M Sell
33,975
-12,904
-28% -$1.9M 0.1% 213
2023
Q3 		$6.49M Sell
46,879
-22
-0% -$3.15K 0.13% 184
2023
Q2 		$6.78M Sell
46,901
-3,942
-8% -$493K 0.16% 162
2023
Q1 		$6.25M Buy
50,843
+3,730
+8% +$428K 0.15% 166
2022
Q4 		$4.59M Buy
47,113
+1,000
+2% +$96K 0.12% 188
2022
Q3 		$3.78M Buy
46,113
+421
+0.9% +$40.6K 0.1% 203
2022
Q2 		$4.16M Sell
45,692
-475
-1% -$52.1K 0.11% 205
2022
Q1 		$6.08M Buy
46,167
+7,773
+20% +$1.07M 0.13% 183
2021
Q4 		$6.04M Buy
+38,394
New +$5.56M 0.12% 197

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's AMAT Position: Q2 2025 in Review

Congress Wealth Management increased its Applied Materials (AMAT) stake by 33% in Q2 2025, buying an estimated $3.56M and bringing the position to 90,939 shares worth $16.6M. The position accounts for 0.16% of the portfolio, ranked #155.

Congress Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.4M in Q3 2024. 2,321 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

  • Congress Wealth Management held 90,939 shares of Applied Materials worth $16.6M as of Q2 2025.
  • Congress Wealth Management bought 22,481 Applied Materials shares in Q2 2025, an estimated $3.56M.
  • Applied Materials made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #155 holding.
  • Congress Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Applied Materials position peaked at $17.4M in Q3 2024.
  • 2,321 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.