Elevation Wealth Partners
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Elevation Wealth Partners’s Applied Materials AMAT Stock Holding History

Elevation Wealth Partners’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 		$63.4K Buy
124
+31
+33% +$15.7K 0.02% 314
2026
Q2 		$67.2K Buy
93
+24
+35% +$11.1K 0.02% 241
2026
Q1 		$23.6K Hold
69
– – 0.01% 348
2025
Q4 		$17.7K Buy
69
+53
+331% +$12.7K 0.01% 395
2025
Q3 		$3.28K Buy
+16
New +$2.9K ﹤0.01% 552

Other funds holding AMAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Elevation Wealth Partners's AMAT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Applied Materials (AMAT) stake by 33% in Q3 2026, buying an estimated $15.7K and bringing the position to 124 shares worth $63.4K. The position accounts for 0.02% of the portfolio, ranked #314.

Elevation Wealth Partners first reported a position in AMAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $67.2K in Q2 2026. 1,943 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Elevation Wealth Partners held 124 shares of Applied Materials worth $63.4K as of Q3 2026.
  • Elevation Wealth Partners bought 31 Applied Materials shares in Q3 2026, an estimated $15.7K.
  • Applied Materials made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #314 holding.
  • Elevation Wealth Partners first reported a position in Applied Materials in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Applied Materials position peaked at $67.2K in Q2 2026.
  • 1,943 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.