HWM
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HB Wealth Management’s Applied Materials AMAT Stock Holding History

HB Wealth 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 		$28.2M Buy
39,072
+2,228
+6% +$1.03M 0.16% 82
2026
Q1 		$12.6M Buy
36,844
+2,821
+8% +$949K 0.08% 135
2025
Q4 		$8.74M Buy
34,023
+1,840
+6% +$441K 0.06% 173
2025
Q3 		$6.59M Buy
32,183
+4,378
+16% +$794K 0.04% 212
2025
Q2 		$5.09M Buy
27,805
+5,413
+24% +$858K 0.04% 228
2025
Q1 		$3.25M Buy
22,392
+1,935
+9% +$325K 0.03% 294
2024
Q4 		$3.33M Buy
20,457
+1,480
+8% +$268K 0.03% 210
2024
Q3 		$3.83M Buy
18,977
+674
+4% +$138K 0.04% 185
2024
Q2 		$4.32M Buy
18,303
+2,796
+18% +$600K 0.05% 167
2024
Q1 		$3.2M Buy
15,507
+1,720
+12% +$316K 0.04% 185
2023
Q4 		$2.23M Buy
13,787
+859
+7% +$126K 0.03% 207
2023
Q3 		$1.79M Buy
12,928
+2,382
+23% +$342K 0.03% 223
2023
Q2 		$1.52M Sell
10,546
-483
-4% -$60.5K 0.02% 239
2023
Q1 		$1.35M Buy
11,029
+593
+6% +$68.1K 0.02% 247
2022
Q4 		$1.02M Buy
10,436
+3,096
+42% +$297K 0.02% 282
2022
Q3 		$601K Sell
7,340
-11,199
-60% -$1.08M 0.01% 315
2022
Q2 		$1.69M Buy
18,539
+4,318
+30% +$474K 0.03% 189
2022
Q1 		$1.87M Buy
14,221
+517
+4% +$71.2K 0.03% 189
2021
Q4 		$2.16M Buy
+13,704
New +$1.99M 0.04% 158

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 $3.38T AUM 44.17% 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

HB Wealth Management's AMAT Position: Q2 2026 in Review

HB Wealth Management increased its Applied Materials (AMAT) stake by 6% in Q2 2026, buying an estimated $1.03M and bringing the position to 39,072 shares worth $28.2M. The position accounts for 0.16% of the portfolio, ranked #82.

HB Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • HB Wealth Management held 39,072 shares of Applied Materials worth $28.2M as of Q2 2026.
  • HB Wealth Management bought 2,228 Applied Materials shares in Q2 2026, an estimated $1.03M.
  • Applied Materials made up 0.16% of HB Wealth Management's portfolio in Q2 2026, its #82 holding.
  • HB Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.