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IBEX Wealth Advisors’s Applied Materials AMAT Stock Holding History

IBEX 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
Q2 		$13.7M Buy
18,962
+16,091
+560% +$7.42M 1.07% 25
2026
Q1 		$981K Buy
+2,871
New +$966K 0.09% 110
2025
Q4 		– Sell
-2,868
Closed -$587K – 127
2025
Q3 		$587K Buy
2,868
+3
+0.1% +$544 0.06% 146
2025
Q2 		$525K Buy
+2,865
New +$454K 0.06% 147
2025
Q1 		– Sell
-2,858
Closed -$465K – 126
2024
Q4 		$465K Buy
+2,858
New +$518K 0.05% 152
2024
Q3 		– Sell
-2,882
Closed -$680K – 80
2024
Q2 		$680K Sell
2,882
-786
-21% -$169K 0.11% 84
2024
Q1 		$357K Buy
3,668
+668
+22% +$123K 0.1% 101
2023
Q4 		$437K Sell
3,000
-373
-11% -$54.8K 0.1% 89
2023
Q3 		$467K Buy
+3,373
New +$484K 0.12% 81
2023
Q1 		$374K Sell
3,047
-621
-17% -$71.3K 0.1% 94
2022
Q4 		$357K Sell
3,668
-20,173
-85% -$1.94M 0.08% 146
2022
Q3 		$1.95M Sell
23,841
-433
-2% -$41.8K 0.51% 67
2022
Q2 		$2.21M Buy
24,274
+270
+1% +$29.6K 0.51% 73
2022
Q1 		$3.16M Buy
24,004
+2,078
+9% +$286K 0.61% 57
2021
Q4 		$3.45M Buy
21,926
+1,529
+7% +$221K 0.61% 62
2021
Q3 		$2.63M Buy
20,397
+3,291
+19% +$447K 0.51% 78
2021
Q2 		$2.44M Buy
+17,106
New +$2.3M 0.49% 77
2018
Q3 		– Sell
-80,612
Closed -$4.26M – 90
2018
Q2 		$4.26M Hold
80,612
– – 1.71% 15
2018
Q1 		$4.26M Buy
80,612
+1,692
+2% +$94.2K 1.73% 15
2017
Q4 		$4.41M Sell
78,920
-3,273
-4% -$177K 1.95% 19
2017
Q3 		$4.33M Sell
82,193
-1,353
-2% -$61.2K 1.6% 16
2017
Q2 		$3.69M Buy
83,546
+7,728
+10% +$328K 1.45% 22
2017
Q1 		$2.91M Buy
75,818
+5,442
+8% +$195K 1.79% 24
2016
Q4 		$2.38M Buy
+70,376
New +$2.14M 1.14% 32

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 $3.37T AUM 44.26% 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

IBEX Wealth Advisors's AMAT Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Applied Materials (AMAT) stake by 560% in Q2 2026, buying an estimated $7.42M and bringing the position to 18,962 shares worth $13.7M. The position accounts for 1.07% of the portfolio, ranked #25.

IBEX Wealth Advisors first reported a position in AMAT in Q4 2016 and has held it in 24 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • IBEX Wealth Advisors held 18,962 shares of Applied Materials worth $13.7M as of Q2 2026.
  • IBEX Wealth Advisors bought 16,091 Applied Materials shares in Q2 2026, an estimated $7.42M.
  • Applied Materials made up 1.07% of IBEX Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • IBEX Wealth Advisors first reported a position in Applied Materials in Q4 2016 and has held it in 24 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.