Heritage Wealth Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Buy |
5,353
+492
| +10% | +$165K | 0.07% | 57 |
|
|
2025
Q4 | $1.25M | Hold |
4,861
| – | – | 0.05% | 91 |
|
|
2025
Q3 | $995K | Hold |
4,861
| – | – | 0.04% | 85 |
|
|
2025
Q2 | $890K | Hold |
4,861
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $705K | Sell |
4,861
-375
| -7% | -$63.1K | 0.04% | 99 |
|
|
2024
Q4 | $852K | Sell |
5,236
-30
| -0.6% | -$5.44K | 0.04% | 92 |
|
|
2024
Q3 | $1.06M | Buy |
5,266
+60
| +1% | +$12.3K | 0.05% | 86 |
|
|
2024
Q2 | $1.23M | Hold |
5,206
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $1.07M | Buy |
5,206
+43
| +0.8% | +$7.89K | 0.05% | 85 |
|
|
2023
Q4 | $837K | Hold |
5,163
| – | – | 0.04% | 100 |
|
|
2023
Q3 | $715K | Sell |
5,163
-84
| -2% | -$12K | 0.04% | 102 |
|
|
2023
Q2 | $758K | Buy |
5,247
+84
| +2% | +$10.5K | 0.04% | 101 |
|
|
2023
Q1 | $634K | Hold |
5,163
| – | – | 0.04% | 109 |
|
|
2022
Q4 | $503K | Sell |
5,163
-305
| -6% | -$29.3K | 0.03% | 129 |
|
|
2022
Q3 | $448K | Sell |
5,468
-377
| -6% | -$36.4K | 0.03% | 128 |
|
|
2022
Q2 | $532K | Sell |
5,845
-318
| -5% | -$34.9K | 0.04% | 124 |
|
|
2022
Q1 | $812K | Sell |
6,163
-10,999
| -64% | -$1.51M | 0.04% | 95 |
|
|
2021
Q4 | $2.7M | Hold |
17,162
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $2.21M | Sell |
17,162
-10
| -0.1% | -$1.36K | 0.14% | 53 |
|
|
2021
Q2 | $2.45M | Hold |
17,172
| – | – | 0.15% | 54 |
|
|
2021
Q1 | $2.29M | Hold |
17,172
| – | – | 0.14% | 52 |
|
|
2020
Q4 | $1.48M | Buy |
17,172
+12,009
| +233% | +$888K | 0.09% | 71 |
|
|
2020
Q3 | $307K | Hold |
5,163
| – | – | 0.04% | 124 |
|
|
2020
Q2 | $312K | Hold |
5,163
| – | – | 0.04% | 116 |
|
|
2020
Q1 | $237K | Sell |
5,163
-29
| -0.6% | -$1.67K | 0.04% | 119 |
|
|
2019
Q4 | $317K | Buy |
5,192
+29
| +0.6% | +$1.63K | 0.04% | 134 |
|
|
2019
Q3 | $257K | Buy |
5,163
+1,500
| +41% | +$72.4K | 0.04% | 135 |
|
|
2019
Q2 | $165K | Hold |
3,663
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $145K | Hold |
3,663
| – | – | 0.02% | 151 |
|
|
2018
Q4 | $119K | Hold |
3,663
| – | – | 0.02% | 149 |
|
|
2018
Q3 | $141K | Buy |
+3,663
| New | +$162K | 0.03% | 137 |
|
|
2018
Q2 | – | Sell |
-3,663
| Closed | -$204K | – | 116 |
|
|
2018
Q1 | $204K | Buy |
+3,663
| New | +$204K | 0.08% | 109 |
|
Other funds holding AMAT
VCM
VPM
Heritage Wealth Advisors's AMAT Position: Q1 2026 in Review
Heritage Wealth Advisors increased its Applied Materials (AMAT) stake by 10% in Q1 2026, buying an estimated $165K and bringing the position to 5,353 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #57.
Heritage Wealth Advisors first reported a position in AMAT in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.7M in Q4 2021. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Heritage Wealth Advisors held 5,353 shares of Applied Materials worth $1.83M as of Q1 2026.
- Heritage Wealth Advisors bought 492 Applied Materials shares in Q1 2026, an estimated $165K.
- Applied Materials made up 0.07% of Heritage Wealth Advisors's portfolio in Q1 2026, its #57 holding.
- Heritage Wealth Advisors first reported a position in Applied Materials in Q1 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Applied Materials position peaked at $2.7M in Q4 2021.
- 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.