Independence Wealth Advisors (Ohio)’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
Q2
$1.42M Sell
1,970
-206
-9% -$95K 0.71% 26
2026
Q1
$744K Buy
2,176
+79
+4% +$26.6K 0.4% 39
2025
Q4
$539K Buy
+2,097
New +$503K 0.3% 46

Other funds holding AMAT

Independence Wealth Advisors (Ohio)'s AMAT Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its Applied Materials (AMAT) stake by 9.5% in Q2 2026, selling an estimated $95K and leaving 1,970 shares worth $1.42M. The position accounts for 0.71% of the portfolio, ranked #26.

Independence Wealth Advisors (Ohio) first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,483 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 1,970 shares of Applied Materials worth $1.42M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 206 Applied Materials shares in Q2 2026, an estimated $95K.
  • Applied Materials made up 0.71% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #26 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,483 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.