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Todd Wealth Management, LLC’s Applied Materials AMAT Stock Holding History

Todd Wealth Management, LLC’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 		$609K Sell
843
-3
-0.4% -$1.38K 0.46% 48
2026
Q1 		$289K Sell
846
-7
-0.8% -$2.35K 0.26% 79
2025
Q4 		$219K Buy
+853
New +$204K 0.2% 90

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's AMAT Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Applied Materials (AMAT) stake by 0.35% in Q2 2026, selling an estimated $1.38K and leaving 843 shares worth $609K. The position accounts for 0.46% of the portfolio, ranked #48.

Todd Wealth Management, LLC first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Todd Wealth Management, LLC held 843 shares of Applied Materials worth $609K as of Q2 2026.
  • Todd Wealth Management, LLC sold 3 Applied Materials shares in Q2 2026, an estimated $1.38K.
  • Applied Materials made up 0.46% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #48 holding.
  • Todd Wealth Management, LLC first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.