Elwood & Goetz Wealth Advisory Group’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$772K Buy
1,068
+57
+6% +$26.3K 0.11% 62
2026
Q1
$346K Buy
+1,011
New +$340K 0.06% 93

Other funds holding AMAT

Elwood & Goetz Wealth Advisory Group's AMAT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Applied Materials (AMAT) stake by 5.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 1,068 shares worth $772K. The position accounts for 0.11% of the portfolio, ranked #62.

Elwood & Goetz Wealth Advisory Group first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,068 shares of Applied Materials worth $772K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 57 Applied Materials shares in Q2 2026, an estimated $26.3K.
  • Applied Materials made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #62 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.