Independent Solutions Wealth Management’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
$2.15M Buy
2,979
+139
+5% +$64.1K 0.28% 94
2026
Q1
$971K Buy
+2,840
New +$955K 0.14% 115
2024
Q3
Sell
-864
Closed -$204K 165
2024
Q2
$204K Buy
+864
New +$185K 0.05% 165
2022
Q2
Sell
-3,804
Closed -$501K 218
2022
Q1
$501K Buy
3,804
+166
+5% +$22.9K 0.12% 136
2021
Q4
$572K Buy
3,638
+77
+2% +$11.2K 0.14% 129
2021
Q3
$458K Sell
3,561
-236
-6% -$32K 0.11% 140
2021
Q2
$541K Buy
3,797
+1,680
+79% +$225K 0.13% 130
2021
Q1
$283K Buy
+2,117
New +$233K 0.08% 154

Other funds holding AMAT

Independent Solutions Wealth Management's AMAT Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Applied Materials (AMAT) stake by 4.9% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,979 shares worth $2.15M. The position accounts for 0.28% of the portfolio, ranked #94.

Independent Solutions Wealth Management first reported a position in AMAT in Q1 2021 and has held it in 8 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Independent Solutions Wealth Management held 2,979 shares of Applied Materials worth $2.15M as of Q2 2026.
  • Independent Solutions Wealth Management bought 139 Applied Materials shares in Q2 2026, an estimated $64.1K.
  • Applied Materials made up 0.28% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Independent Solutions Wealth Management first reported a position in Applied Materials in Q1 2021 and has held it in 8 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.