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Heritage Wealth Management (Ohio)’s Applied Materials AMAT Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		$322K Buy
942
+14
+2% +$4.71K 0.16% 120
2025
Q4 		$238K Buy
+928
New +$222K 0.07% 232

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s AMAT Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Applied Materials (AMAT) stake by 1.5% in Q1 2026, buying an estimated $4.71K and bringing the position to 942 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #120.

Heritage Wealth Management (Ohio) first reported a position in AMAT in Q4 2025 and has held it in 2 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 942 shares of Applied Materials worth $322K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 14 Applied Materials shares in Q1 2026, an estimated $4.71K.
  • Applied Materials made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #120 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Applied Materials in Q4 2025 and has held it in 2 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.