PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Applied Materials AMAT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$1.2M	Buy	1,656 +89	+6%	+$41.1K	0.32%	47
2026 Q1	$536K	Hold	1,567	–	–	0.16%	93
2025 Q4	$403K	Sell	1,567 -43	-3%	-$10.3K	0.12%	111
2025 Q3	$330K	Buy	1,610 +1	+0.1%	+$181	0.1%	113
2025 Q2	$295K	Hold	1,609	–	–	0.1%	113
2025 Q1	$234K	Hold	1,609	–	–	0.09%	127
2024 Q4	$262K	Hold	1,609	–	–	0.1%	118
2024 Q3	$325K	Buy	1,609 +1	+0.1%	+$205	0.17%	74
2024 Q2	$380K	Hold	1,608	–	–	0.22%	61
2024 Q1	$332K	Hold	1,608	–	–	0.22%	69
2023 Q4	$261K	Hold	1,608	–	–	0.16%	75
2023 Q3	$223K	Buy	1,608 +1	+0.1%	+$143	0.16%	76
2023 Q2	$232K	Sell	1,607 -25	-2%	-$3.13K	0.17%	74
2023 Q1	$201K	Sell	1,632 -25	-2%	-$2.87K	0.16%	77
2022 Q4	$161K	Buy	+1,657	New	+$159K	0.14%	85

Other funds holding AMAT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AMAT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Applied Materials (AMAT) stake by 5.7% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,656 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #47.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AMAT in Q4 2022 and has held it in 15 quarters since. 2,230 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,656 shares of Applied Materials worth $1.2M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 89 Applied Materials shares in Q2 2026, an estimated $41.1K.
Applied Materials made up 0.32% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #47 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Applied Materials in Q4 2022 and has held it in 15 quarters since.
2,230 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.