GeoWealth Management
AMAT icon

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
Q3 		$5.25M Sell
10,268
-1,370
-12% -$696K 0.18% 76
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 		$1.34M Buy
+8,240
New +$1.21M 0.11% 182

Other funds holding AMAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

GeoWealth Management's AMAT Position: Q3 2026 in Review

GeoWealth Management reduced its Applied Materials (AMAT) stake by 12% in Q3 2026, selling an estimated $696K and leaving 10,268 shares worth $5.25M. The position accounts for 0.18% of the portfolio, ranked #76.

GeoWealth Management first reported a position in AMAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.41M in Q2 2026. 2,550 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • GeoWealth Management held 10,268 shares of Applied Materials worth $5.25M as of Q3 2026.
  • GeoWealth Management sold 1,370 Applied Materials shares in Q3 2026, an estimated $696K.
  • Applied Materials made up 0.18% of GeoWealth Management's portfolio in Q3 2026, its #76 holding.
  • GeoWealth Management first reported a position in Applied Materials in Q4 2023 and has held it in 12 quarters since.
  • GeoWealth Management's Applied Materials position peaked at $8.41M in Q2 2026.
  • 2,550 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.