Gerber Kawasaki Wealth & Investment Management’s Applied Materials AMAT Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$1.69M	Sell	2,343 -54	-2%	-$24.9K	0.05%	137
2026 Q1	$819K	Sell	2,397 -282	-11%	-$94.9K	0.03%	173
2025 Q4	$689K	Buy	2,679 +1,169	+77%	+$280K	0.02%	182
2025 Q3	$309K	Buy	1,510 +402	+36%	+$72.9K	0.01%	269
2025 Q2	$203K	Buy	+1,108	New	+$176K	0.01%	302
2024 Q4	–	Sell	-990	Closed	-$200K	–	284
2024 Q3	$200K	Buy	990 +40	+4%	+$8.2K	0.01%	278
2024 Q2	$224K	Sell	950 -8	-0.8%	-$1.72K	0.01%	258
2024 Q1	$198K	Buy	+958	New	+$176K	0.01%	268
2021 Q4	–	Sell	-1,328	Closed	-$170K	–	313
2021 Q3	$170K	Buy	+1,328	New	+$180K	0.02%	193

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 $3.38T AUM 44.17% 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

Gerber Kawasaki Wealth & Investment Management's AMAT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Applied Materials (AMAT) stake by 2.3% in Q2 2026, selling an estimated $24.9K and leaving 2,343 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #137.

Gerber Kawasaki Wealth & Investment Management first reported a position in AMAT in Q3 2021 and has held it in 9 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,343 shares of Applied Materials worth $1.69M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 54 Applied Materials shares in Q2 2026, an estimated $24.9K.
Applied Materials made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #137 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Applied Materials in Q3 2021 and has held it in 9 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.