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Dynasty Wealth Management’s Applied Materials AMAT Stock Holding History

Dynasty 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 		$8.55M Sell
11,831
-206
-2% -$95K 0.06% 70
2026
Q1 		$4.11M Buy
12,037
+150
+1% +$50.5K 0.04% 87
2025
Q4 		$3.05M Buy
11,887
+1,445
+14% +$346K 0.03% 107
2025
Q3 		$2.14M Buy
10,442
+5,043
+93% +$915K 0.03% 114
2025
Q2 		$988K Sell
5,399
-1,538
-22% -$244K 0.02% 131
2025
Q1 		$1.01M Buy
6,937
+825
+13% +$139K 0.02% 142
2024
Q4 		$994K Sell
6,112
-699
-10% -$127K 0.02% 148
2024
Q3 		$1.38M Buy
6,811
+332
+5% +$68.1K 0.04% 106
2024
Q2 		$1.53M Buy
6,479
+192
+3% +$41.2K 0.05% 95
2024
Q1 		$1.3M Buy
+6,287
New +$1.15M 0.04% 103

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

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

Dynasty Wealth Management reduced its Applied Materials (AMAT) stake by 1.7% in Q2 2026, selling an estimated $95K and leaving 11,831 shares worth $8.55M. The position accounts for 0.06% of the portfolio, ranked #70.

Dynasty Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Dynasty Wealth Management held 11,831 shares of Applied Materials worth $8.55M as of Q2 2026.
  • Dynasty Wealth Management sold 206 Applied Materials shares in Q2 2026, an estimated $95K.
  • Applied Materials made up 0.06% of Dynasty Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Dynasty Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
  • 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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