Consilio Wealth Advisors
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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
Q3 		$627K Buy
1,227
+28
+2% +$14.2K 0.14% 48
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Consilio Wealth Advisors's AMAT Position: Q3 2026 in Review

Consilio Wealth Advisors increased its Applied Materials (AMAT) stake by 2.3% in Q3 2026, buying an estimated $14.2K and bringing the position to 1,227 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #48.

Consilio Wealth Advisors first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $867K in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Consilio Wealth Advisors held 1,227 shares of Applied Materials worth $627K as of Q3 2026.
  • Consilio Wealth Advisors bought 28 Applied Materials shares in Q3 2026, an estimated $14.2K.
  • Applied Materials made up 0.14% of Consilio Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • Consilio Wealth Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • Consilio Wealth Advisors's Applied Materials position peaked at $867K in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Consilio Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.