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Consilio Wealth Advisors’s Applied Materials AMAT Stock Holding History

Consilio Wealth Advisors’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
Q1 		$407K Buy
1,190
+32
+3% +$10.8K 0.12% 55
2025
Q4 		$298K Buy
1,158
+7
+0.6% +$1.68K 0.09% 71
2025
Q3 		$236K Sell
1,151
-151
-12% -$27.4K 0.08% 85
2025
Q2 		$239K Buy
+1,302
New +$206K 0.09% 74
2024
Q4 		– Sell
-1,088
Closed -$220K – 72
2024
Q3 		$220K Buy
1,088
+93
+9% +$19.1K 0.09% 62
2024
Q2 		$235K Buy
995
+16
+2% +$3.44K 0.11% 56
2024
Q1 		$202K Buy
+979
New +$180K 0.09% 61

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consilio Wealth Advisors's AMAT Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Applied Materials (AMAT) stake by 2.8% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,190 shares worth $407K. The position accounts for 0.12% of the portfolio, ranked #55.

Consilio Wealth Advisors first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Consilio Wealth Advisors held 1,190 shares of Applied Materials worth $407K as of Q1 2026.
  • Consilio Wealth Advisors bought 32 Applied Materials shares in Q1 2026, an estimated $10.8K.
  • Applied Materials made up 0.12% of Consilio Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • Consilio Wealth Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.