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Drucker Wealth 3.0’s Applied Materials AMAT Stock Holding History

Drucker Wealth 3.0’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 		$11.3M Sell
15,600
-7
-0% -$3.23K 1.78% 13
2026
Q1 		$5.33M Buy
15,607
+141
+0.9% +$47.4K 0.93% 25
2025
Q4 		$3.97M Buy
15,466
+1,805
+13% +$433K 0.7% 35
2025
Q3 		$2.8M Buy
13,661
+3,290
+32% +$597K 0.5% 44
2025
Q2 		$2.03M Buy
10,371
+6,550
+171% +$1.04M 0.39% 59
2025
Q1 		$554K Buy
3,821
+827
+28% +$139K 0.12% 105
2024
Q4 		$487K Buy
+2,994
New +$543K 0.11% 110

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

Drucker Wealth 3.0's AMAT Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Applied Materials (AMAT) stake by 0.04% in Q2 2026, selling an estimated $3.23K and leaving 15,600 shares worth $11.3M. The position accounts for 1.78% of the portfolio, ranked #13.

Drucker Wealth 3.0 first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Drucker Wealth 3.0 held 15,600 shares of Applied Materials worth $11.3M as of Q2 2026.
  • Drucker Wealth 3.0 sold 7 Applied Materials shares in Q2 2026, an estimated $3.23K.
  • Applied Materials made up 1.78% of Drucker Wealth 3.0's portfolio in Q2 2026, its #13 holding.
  • Drucker Wealth 3.0 first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.