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Integrated Wealth Concepts’s Applied Materials AMAT Stock Holding History

Integrated Wealth Concepts’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
Q1 		$12.8M Buy
37,472
+25,581
+215% +$8.6M 0.1% 206
2025
Q4 		$3.06M Sell
11,891
-22,679
-66% -$5.44M 0.04% 426
2025
Q3 		$7.08M Sell
34,570
-5,336
-13% -$968K 0.06% 292
2025
Q2 		$7.31M Buy
39,906
+5,752
+17% +$911K 0.07% 256
2025
Q1 		$4.96M Buy
34,154
+1,041
+3% +$175K 0.06% 316
2024
Q4 		$5.39M Buy
33,113
+707
+2% +$128K 0.06% 281
2024
Q3 		$6.55M Sell
32,406
-472
-1% -$96.8K 0.08% 235
2024
Q2 		$7.76M Sell
32,878
-2,326
-7% -$499K 0.11% 194
2024
Q1 		$7.26M Buy
35,204
+1,606
+5% +$295K 0.11% 211
2023
Q4 		$5.45M Sell
33,598
-3,751
-10% -$551K 0.09% 227
2023
Q3 		$5.17M Buy
37,349
+1,080
+3% +$155K 0.09% 222
2023
Q2 		$5.24M Buy
36,269
+5,156
+17% +$645K 0.09% 224
2023
Q1 		$3.82M Buy
31,113
+24,107
+344% +$2.77M 0.08% 239
2022
Q4 		$682K Buy
7,006
+309
+5% +$29.6K 0.02% 563
2022
Q3 		$549K Sell
6,697
-539
-7% -$52K 0.02% 560
2022
Q2 		$658K Sell
7,236
-2,284
-24% -$251K 0.02% 527
2022
Q1 		$1.25M Buy
9,520
+814
+9% +$112K 0.04% 348
2021
Q4 		$1.37M Buy
8,706
+2,300
+36% +$333K 0.04% 335
2021
Q3 		$825K Buy
6,406
+2,261
+55% +$307K 0.03% 448
2021
Q2 		$590K Sell
4,145
-773
-16% -$104K 0.02% 499
2021
Q1 		$657K Buy
4,918
+807
+20% +$89K 0.03% 406
2020
Q4 		$355K Sell
4,111
-199
-5% -$14.7K 0.02% 486
2020
Q3 		$256K Buy
+4,310
New +$266K 0.02% 489
2020
Q1 		– Sell
-3,338
Closed -$204K – 415
2019
Q4 		$204K Buy
+3,338
New +$188K 0.02% 456

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Concepts's AMAT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Applied Materials (AMAT) stake by 215% in Q1 2026, buying an estimated $8.6M and bringing the position to 37,472 shares worth $12.8M. The position accounts for 0.1% of the portfolio, ranked #206.

Integrated Wealth Concepts first reported a position in AMAT in Q4 2019 and has held it in 24 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Integrated Wealth Concepts held 37,472 shares of Applied Materials worth $12.8M as of Q1 2026.
  • Integrated Wealth Concepts bought 25,581 Applied Materials shares in Q1 2026, an estimated $8.6M.
  • Applied Materials made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #206 holding.
  • Integrated Wealth Concepts first reported a position in Applied Materials in Q4 2019 and has held it in 24 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.