Institute for 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
Q1 | $6.5M | Sell |
19,014
-280
| -1% | -$94.2K | 0.69% | 21 |
|
|
2025
Q4 | $4.96M | Sell |
19,294
-392
| -2% | -$94K | 0.53% | 36 |
|
|
2025
Q3 | $4.03M | Sell |
19,686
-65
| -0.3% | -$11.8K | 0.42% | 45 |
|
|
2025
Q2 | $3.62M | Sell |
19,751
-5
| -0% | -$792 | 0.4% | 47 |
|
|
2025
Q1 | $2.87M | Sell |
19,756
-100
| -0.5% | -$16.8K | 0.37% | 53 |
|
|
2024
Q4 | $3.23M | Sell |
19,856
-54
| -0.3% | -$9.79K | 0.4% | 52 |
|
|
2024
Q3 | $4.02M | Sell |
19,910
-368
| -2% | -$75.5K | 0.51% | 36 |
|
|
2024
Q2 | $4.79M | Buy |
20,278
+10
| +0% | +$2.15K | 0.64% | 24 |
|
|
2024
Q1 | $4.18M | Sell |
20,268
-55
| -0.3% | -$10.1K | 0.54% | 34 |
|
|
2023
Q4 | $3.29M | Sell |
20,323
-65
| -0.3% | -$9.55K | 0.53% | 38 |
|
|
2023
Q3 | $2.82M | Sell |
20,388
-80
| -0.4% | -$11.5K | 0.51% | 41 |
|
|
2023
Q2 | $2.96M | Sell |
20,468
-36
| -0.2% | -$4.51K | 0.5% | 41 |
|
|
2023
Q1 | $2.52M | Sell |
20,504
-270
| -1% | -$31K | 0.48% | 44 |
|
|
2022
Q4 | $2.02M | Buy |
20,774
+153
| +0.7% | +$14.7K | 0.43% | 58 |
|
|
2022
Q3 | $1.69M | Sell |
20,621
-76
| -0.4% | -$7.33K | 0.38% | 62 |
|
|
2022
Q2 | $1.88M | Hold |
20,697
| – | – | 0.37% | 63 |
|
|
2022
Q1 | $2.73M | Buy |
20,697
+182
| +0.9% | +$25.1K | 0.44% | 52 |
|
|
2021
Q4 | $3.23M | Buy |
20,515
+540
| +3% | +$78.2K | 0.53% | 34 |
|
|
2021
Q3 | $2.57M | Sell |
19,975
-424
| -2% | -$57.6K | 0.45% | 49 |
|
|
2021
Q2 | $2.9M | Sell |
20,399
-248
| -1% | -$33.3K | 0.51% | 43 |
|
|
2021
Q1 | $2.76M | Sell |
20,647
-729
| -3% | -$80.4K | 0.52% | 41 |
|
|
2020
Q4 | $1.84M | Sell |
21,376
-32
| -0.1% | -$2.37K | 0.37% | 65 |
|
|
2020
Q3 | $1.27M | Sell |
21,408
-75
| -0.3% | -$4.63K | 0.29% | 87 |
|
|
2020
Q2 | $1.3M | Sell |
21,483
-554
| -3% | -$29.9K | 0.32% | 86 |
|
|
2020
Q1 | $1.01M | Sell |
22,037
-320
| -1% | -$18.4K | 0.31% | 87 |
|
|
2019
Q4 | $1.36M | Buy |
22,357
+225
| +1% | +$12.6K | 0.31% | 84 |
|
|
2019
Q3 | $1.1M | Hold |
22,132
| – | – | 0.28% | 101 |
|
|
2019
Q2 | $994K | Sell |
22,132
-868
| -4% | -$36.5K | 0.22% | 135 |
|
|
2019
Q1 | $912K | Sell |
23,000
-233
| -1% | -$8.85K | 0.2% | 140 |
|
|
2018
Q4 | $761K | Sell |
23,233
-1,050
| -4% | -$36K | 0.31% | 99 |
|
|
2018
Q3 | $926K | Sell |
24,283
-275
| -1% | -$12.2K | 0.31% | 109 |
|
|
2018
Q2 | $1.13M | Buy |
24,558
+1,710
| +7% | +$88.1K | 0.36% | 96 |
|
|
2018
Q1 | $1.13M | Sell |
22,848
-243
| -1% | -$13.5K | 0.33% | 104 |
|
|
2017
Q4 | $1.19M | Buy |
23,091
+115
| +0.5% | +$6.23K | 0.27% | 115 |
|
|
2017
Q3 | $1.21M | Sell |
22,976
-949
| -4% | -$42.9K | 0.39% | 82 |
|
|
2017
Q2 | $984K | Buy |
+23,925
| New | +$1.02M | 0.27% | 117 |
|
Other funds holding AMAT
VCM
VPM
Institute for Wealth Management's AMAT Position: Q1 2026 in Review
Institute for Wealth Management reduced its Applied Materials (AMAT) stake by 1.5% in Q1 2026, selling an estimated $94.2K and leaving 19,014 shares worth $6.5M. The position accounts for 0.69% of the portfolio, ranked #21.
Institute for Wealth Management first reported a position in AMAT in Q2 2017 and has held it in 36 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Institute for Wealth Management held 19,014 shares of Applied Materials worth $6.5M as of Q1 2026.
- Institute for Wealth Management sold 280 Applied Materials shares in Q1 2026, an estimated $94.2K.
- Applied Materials made up 0.69% of Institute for Wealth Management's portfolio in Q1 2026, its #21 holding.
- Institute for Wealth Management first reported a position in Applied Materials in Q2 2017 and has held it in 36 quarters since.
- 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.