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GeoWealth Management’s Applied Materials AMAT Stock Holding History

GeoWealth 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 		$8.41M Sell
11,638
-2,361
-17% -$1.09M 0.26% 52
2026
Q1 		$4.79M Buy
13,999
+724
+5% +$244K 0.17% 74
2025
Q4 		$3.41M Sell
13,275
-414
-3% -$99.3K 0.13% 107
2025
Q3 		$2.8M Buy
13,689
+7,032
+106% +$1.28M 0.1% 130
2025
Q2 		$1.22M Sell
6,657
-911
-12% -$144K 0.05% 219
2025
Q1 		$1.1M Buy
7,568
+1,230
+19% +$207K 0.04% 237
2024
Q4 		$1.03M Buy
6,338
+1,208
+24% +$219K 0.03% 287
2024
Q3 		$1.04M Sell
5,130
-4,154
-45% -$852K 0.04% 299
2024
Q2 		$2.19M Buy
9,284
+69
+0.7% +$14.8K 0.1% 151
2024
Q1 		$1.9M Buy
9,215
+975
+12% +$179K 0.07% 180
2023
Q4 		$1.33M Buy
+8,240
New +$1.21M 0.11% 182

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

GeoWealth Management's AMAT Position: Q2 2026 in Review

GeoWealth Management reduced its Applied Materials (AMAT) stake by 17% in Q2 2026, selling an estimated $1.09M and leaving 11,638 shares worth $8.41M. The position accounts for 0.26% of the portfolio, ranked #52.

GeoWealth Management first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,511 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • GeoWealth Management held 11,638 shares of Applied Materials worth $8.41M as of Q2 2026.
  • GeoWealth Management sold 2,361 Applied Materials shares in Q2 2026, an estimated $1.09M.
  • Applied Materials made up 0.26% of GeoWealth Management's portfolio in Q2 2026, its #52 holding.
  • GeoWealth Management first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,511 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.