Consilio Wealth Advisors’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
$867K Buy
1,199
+9
+0.8% +$4.15K 0.21% 43
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

Consilio Wealth Advisors's AMAT Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Applied Materials (AMAT) stake by 0.76% in Q2 2026, buying an estimated $4.15K and bringing the position to 1,199 shares worth $867K. The position accounts for 0.21% of the portfolio, ranked #43.

Consilio Wealth Advisors first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Consilio Wealth Advisors held 1,199 shares of Applied Materials worth $867K as of Q2 2026.
  • Consilio Wealth Advisors bought 9 Applied Materials shares in Q2 2026, an estimated $4.15K.
  • Applied Materials made up 0.21% of Consilio Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Consilio Wealth Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.