Instrumental Wealth’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
Q3
$299K Buy
584
+74
+15% +$37.6K 0.15% 61
2026
Q2
$369K Buy
+510
New +$235K 0.19% 53

Other funds holding AMAT

Instrumental Wealth's AMAT Position: Q3 2026 in Review

Instrumental Wealth increased its Applied Materials (AMAT) stake by 15% in Q3 2026, buying an estimated $37.6K and bringing the position to 584 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #61.

Instrumental Wealth first reported a position in AMAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $369K in Q2 2026. 742 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Instrumental Wealth held 584 shares of Applied Materials worth $299K as of Q3 2026.
  • Instrumental Wealth bought 74 Applied Materials shares in Q3 2026, an estimated $37.6K.
  • Applied Materials made up 0.15% of Instrumental Wealth's portfolio in Q3 2026, its #61 holding.
  • Instrumental Wealth first reported a position in Applied Materials in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's Applied Materials position peaked at $369K in Q2 2026.
  • 742 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.