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GoalVest Advisory’s Applied Materials AMAT Stock Holding History

GoalVest Advisory’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 		$4.09K Sell
8
-2
-20% -$1.02K ﹤0.01% 591
2026
Q2 		$7.23K Buy
10
+2
+25% +$923 ﹤0.01% 364
2026
Q1 		$2.73K Buy
+8
New +$2.69K ﹤0.01% 419
2025
Q2 		– Sell
-70
Closed -$10.2K – 368
2025
Q1 		$10.2K Sell
70
-19
-21% -$3.19K ﹤0.01% 268
2024
Q4 		$14.5K Buy
89
+14
+19% +$2.54K ﹤0.01% 263
2024
Q3 		$15.2K Buy
+75
New +$15.4K ﹤0.01% 287
2023
Q4 		– Sell
-10
Closed -$1.39K – 371
2023
Q3 		$1.39K Buy
+10
New +$1.43K ﹤0.01% 436
2023
Q2 		– Sell
-212
Closed -$26K – 364
2023
Q1 		$26K Buy
212
+200
+1,667% +$23K 0.02% 152
2022
Q4 		$1.17K Hold
12
– – ﹤0.01% 229
2022
Q3 		$1K Hold
12
– – ﹤0.01% 236
2022
Q2 		$1K Sell
12
-40
-77% -$4.39K ﹤0.01% 286
2022
Q1 		$7K Buy
+52
New +$7.16K ﹤0.01% 256

Other funds holding AMAT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GoalVest Advisory's AMAT Position: Q3 2026 in Review

GoalVest Advisory reduced its Applied Materials (AMAT) stake by 20% in Q3 2026, selling an estimated $1.02K and leaving 8 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

GoalVest Advisory first reported a position in AMAT in Q1 2022 and has held it in 12 quarters since. The position peaked at $26K in Q1 2023. 151 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • GoalVest Advisory held 8 shares of Applied Materials worth $4.09K as of Q3 2026.
  • GoalVest Advisory sold 2 Applied Materials shares in Q3 2026, an estimated $1.02K.
  • Applied Materials made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #591 holding.
  • GoalVest Advisory first reported a position in Applied Materials in Q1 2022 and has held it in 12 quarters since.
  • GoalVest Advisory's Applied Materials position peaked at $26K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.