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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
Q2 		$688K Buy
952
+10
+1% +$4.61K 0.17% 132
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 $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

Heritage Wealth Management (Ohio)'s AMAT Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Applied Materials (AMAT) stake by 1.1% in Q2 2026, buying an estimated $4.61K and bringing the position to 952 shares worth $688K. The position accounts for 0.17% of the portfolio, ranked #132.

Heritage Wealth Management (Ohio) first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 952 shares of Applied Materials worth $688K as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 10 Applied Materials shares in Q2 2026, an estimated $4.61K.
  • Applied Materials made up 0.17% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #132 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.