Connecticut 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
$771K Buy
1,067
+270
+34% +$125K 0.03% 196
2026
Q1
$272K Buy
+797
New +$268K 0.01% 287
2024
Q4
Sell
-1,152
Closed -$233K 270
2024
Q3
$233K Sell
1,152
-281
-20% -$57.6K 0.01% 294
2024
Q2
$338K Sell
1,433
-89
-6% -$19.1K 0.02% 251
2024
Q1
$314K Buy
1,522
+51
+3% +$9.36K 0.02% 263
2023
Q4
$238K Buy
+1,471
New +$216K 0.01% 290

Other funds holding AMAT

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

Connecticut Wealth Management increased its Applied Materials (AMAT) stake by 34% in Q2 2026, buying an estimated $125K and bringing the position to 1,067 shares worth $771K. The position accounts for 0.03% of the portfolio, ranked #196.

Connecticut Wealth Management first reported a position in AMAT in Q4 2023 and has held it in 6 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Connecticut Wealth Management held 1,067 shares of Applied Materials worth $771K as of Q2 2026.
  • Connecticut Wealth Management bought 270 Applied Materials shares in Q2 2026, an estimated $125K.
  • Applied Materials made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Connecticut Wealth Management first reported a position in Applied Materials in Q4 2023 and has held it in 6 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.