Encompass Wealth Advisors’s Applied Materials AMAT Stock Holding History

Encompass Wealth Advisors’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	$1.05M	Hold	1,451	–	–	0.32%	44
2026 Q1	$496K	Hold	1,451	–	–	0.17%	59
2025 Q4	$373K	Sell	1,451 -150	-9%	-$36K	0.13%	75
2025 Q3	$328K	Hold	1,601	–	–	0.11%	86
2025 Q2	$293K	Buy	1,601 +53	+3%	+$8.4K	0.11%	86
2025 Q1	$225K	Hold	1,548	–	–	0.09%	91
2024 Q4	$252K	Sell	1,548 -7,500	-83%	-$1.36M	0.1%	89
2024 Q3	$1.83M	Hold	9,048	–	–	0.46%	45
2024 Q2	$2.14M	Hold	9,048	–	–	0.57%	35
2024 Q1	$1.87M	Sell	9,048 -100	-1%	-$18.3K	0.5%	39
2023 Q4	$1.48M	Buy	9,148 +900	+11%	+$132K	0.44%	47
2023 Q3	$1.14M	Sell	8,248 -100	-1%	-$14.3K	0.38%	51
2023 Q2	$1.21M	Hold	8,348	–	–	0.39%	48
2023 Q1	$1.03M	Hold	8,348	–	–	0.35%	54
2022 Q4	$813K	Sell	8,348 -200	-2%	-$19.2K	0.3%	64
2022 Q3	$700K	Buy	8,548 +3,500	+69%	+$337K	0.27%	67
2022 Q2	$459K	Hold	5,048	–	–	0.16%	113
2022 Q1	$665K	Hold	5,048	–	–	0.17%	104
2021 Q4	$794K	Sell	5,048 -199	-4%	-$28.8K	0.19%	86
2021 Q3	$675K	Hold	5,247	–	–	0.18%	103
2021 Q2	$747K	Hold	5,247	–	–	0.18%	98
2021 Q1	$675K	Buy	5,247 +2,247	+75%	+$248K	0.17%	106
2020 Q4	$259K	Buy	+3,000	New	+$222K	0.15%	90

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Encompass Wealth Advisors's AMAT Position: Q2 2026 in Review

Encompass Wealth Advisors held its Applied Materials (AMAT) position steady in Q2 2026 at 1,451 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #44.

Encompass Wealth Advisors first reported a position in AMAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q2 2024. 3,491 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Encompass Wealth Advisors held 1,451 shares of Applied Materials worth $1.05M as of Q2 2026.
Encompass Wealth Advisors left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.32% of Encompass Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Encompass Wealth Advisors first reported a position in Applied Materials in Q4 2020 and has held it in 23 quarters since.
Encompass Wealth Advisors's Applied Materials position peaked at $2.14M in Q2 2024.
3,491 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.