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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consilium Wealth Advisory's AMAT Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Applied Materials (AMAT) stake by 8.6% in Q1 2026, buying an estimated $187K and bringing the position to 7,043 shares worth $2.41M. The position accounts for 0.82% of the portfolio, ranked #28.

Consilium Wealth Advisory first reported a position in AMAT in Q4 2021 and has held it in 15 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Consilium Wealth Advisory held 7,043 shares of Applied Materials worth $2.41M as of Q1 2026.
Consilium Wealth Advisory bought 557 Applied Materials shares in Q1 2026, an estimated $187K.
Applied Materials made up 0.82% of Consilium Wealth Advisory's portfolio in Q1 2026, its #28 holding.
Consilium Wealth Advisory first reported a position in Applied Materials in Q4 2021 and has held it in 15 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.