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Copia Wealth Management’s Applied Materials AMAT Stock Holding History

Copia Wealth Management’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 		$36.1K Hold
50
– – 0.02% 242
2026
Q1 		$17.1K Hold
50
– – 0.01% 276
2025
Q4 		$12.8K Hold
50
– – 0.01% 303
2025
Q3 		$10.2K Hold
50
– – 0.01% 311
2025
Q2 		$9.15K Hold
50
– – 0.01% 297
2025
Q1 		$7.26K Hold
50
– – 0.01% 307
2024
Q4 		$8.13K Buy
+50
New +$9.06K 0.01% 277

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Copia Wealth Management's AMAT Position: Q2 2026 in Review

Copia Wealth Management held its Applied Materials (AMAT) position steady in Q2 2026 at 50 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #242.

Copia Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Copia Wealth Management held 50 shares of Applied Materials worth $36.1K as of Q2 2026.
  • Copia Wealth Management left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Copia Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.