Consilium Wealth Advisory’s Applied Materials AMAT Stock Holding History

Consilium Wealth Advisory’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 Q2	$4.42M	Sell	6,119 -924	-13%	-$426K	1.31%	20
2026 Q1	$2.41M	Buy	7,043 +557	+9%	+$187K	0.82%	28
2025 Q4	$1.67M	Sell	6,486 -82	-1%	-$19.7K	0.62%	31
2025 Q3	$1.34M	Sell	6,568 -283	-4%	-$51.3K	0.52%	34
2025 Q2	$1.25M	Buy	+6,851	New	+$1.09M	0.53%	34
2024 Q3	–	Sell	-4,419	Closed	-$1.04M	–	88
2024 Q2	$1.04M	Sell	4,419 -190	-4%	-$40.8K	0.57%	35
2024 Q1	$950K	Sell	4,609 -142	-3%	-$26.1K	0.53%	39
2023 Q4	$770K	Sell	4,751 -62	-1%	-$9.11K	0.46%	41
2023 Q3	$666K	Buy	4,813 +397	+9%	+$56.9K	0.47%	41
2023 Q2	$638K	Buy	4,416 +719	+19%	+$90K	0.44%	46
2023 Q1	$454K	Sell	3,697 -1,089	-23%	-$125K	0.39%	51
2022 Q4	$466K	Sell	4,786 -1,398	-23%	-$134K	0.4%	50
2022 Q3	$507K	Buy	6,184 +1,349	+28%	+$130K	0.57%	43
2022 Q2	$440K	Sell	4,835 -390	-7%	-$42.8K	0.47%	54
2022 Q1	$689K	Sell	5,225 -536	-9%	-$73.8K	0.49%	48
2021 Q4	$907K	Buy	+5,761	New	+$835K	0.59%	44

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Consilium Wealth Advisory's AMAT Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Applied Materials (AMAT) stake by 13% in Q2 2026, selling an estimated $426K and leaving 6,119 shares worth $4.42M. The position accounts for 1.31% of the portfolio, ranked #20.

Consilium Wealth Advisory first reported a position in AMAT in Q4 2021 and has held it in 16 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Consilium Wealth Advisory held 6,119 shares of Applied Materials worth $4.42M as of Q2 2026.
Consilium Wealth Advisory sold 924 Applied Materials shares in Q2 2026, an estimated $426K.
Applied Materials made up 1.31% of Consilium Wealth Advisory's portfolio in Q2 2026, its #20 holding.
Consilium Wealth Advisory first reported a position in Applied Materials in Q4 2021 and has held it in 16 quarters since.
3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.