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Heartwood Wealth Advisors’s Applied Materials AMAT Stock Holding History

Heartwood Wealth Advisors’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 		$957K Buy
1,872
+104
+6% +$52.8K 0.08% 106
2026
Q2 		$1.28M Sell
1,768
-100
-5% -$46.1K 0.1% 91
2026
Q1 		$638K Hold
1,868
– – 0.06% 120
2025
Q4 		$480K Hold
1,868
– – 0.04% 121
2025
Q3 		$382K Hold
1,868
– – 0.04% 136
2025
Q2 		$342K Hold
1,868
– – 0.04% 136
2025
Q1 		$271K Sell
1,868
-35
-2% -$5.89K 0.03% 151
2024
Q4 		$309K Hold
1,903
– – 0.03% 130
2024
Q3 		$385K Sell
1,903
-165
-8% -$33.8K 0.04% 112
2024
Q2 		$488K Sell
2,068
-180
-8% -$38.6K 0.06% 98
2024
Q1 		$464K Hold
2,248
– – 0.06% 91
2023
Q4 		$364K Hold
2,248
– – 0.05% 99
2023
Q3 		$311K Hold
2,248
– – 0.05% 102
2023
Q2 		$325K Buy
+2,248
New +$281K 0.05% 105
2022
Q1 		– Sell
-1,380
Closed -$217K – 120
2021
Q4 		$217K Buy
+1,380
New +$200K 0.03% 100

Other funds holding AMAT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Heartwood Wealth Advisors's AMAT Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Applied Materials (AMAT) stake by 5.9% in Q3 2026, buying an estimated $52.8K and bringing the position to 1,872 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #106.

Heartwood Wealth Advisors first reported a position in AMAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.28M in Q2 2026. 29 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Heartwood Wealth Advisors held 1,872 shares of Applied Materials worth $957K as of Q3 2026.
  • Heartwood Wealth Advisors bought 104 Applied Materials shares in Q3 2026, an estimated $52.8K.
  • Applied Materials made up 0.08% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #106 holding.
  • Heartwood Wealth Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 15 quarters since.
  • Heartwood Wealth Advisors's Applied Materials position peaked at $1.28M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.