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 Q3	$2.92M	Sell	5,702 -417	-7%	-$212K	0.86%	24
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Consilium Wealth Advisory's AMAT Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its Applied Materials (AMAT) stake by 6.8% in Q3 2026, selling an estimated $212K and leaving 5,702 shares worth $2.92M. The position accounts for 0.86% of the portfolio, ranked #24.

Consilium Wealth Advisory first reported a position in AMAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.42M in Q2 2026. 1,731 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Consilium Wealth Advisory held 5,702 shares of Applied Materials worth $2.92M as of Q3 2026.
Consilium Wealth Advisory sold 417 Applied Materials shares in Q3 2026, an estimated $212K.
Applied Materials made up 0.86% of Consilium Wealth Advisory's portfolio in Q3 2026, its #24 holding.
Consilium Wealth Advisory first reported a position in Applied Materials in Q4 2021 and has held it in 17 quarters since.
Consilium Wealth Advisory's Applied Materials position peaked at $4.42M in Q2 2026.
1,731 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.