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Invenio Wealth Partners’s Applied Materials AMAT Stock Holding History

Invenio Wealth Partners’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
Q2 		$547K Buy
757
+31
+4% +$14.3K 0.2% 54
2026
Q1 		$248K Buy
+726
New +$244K 0.1% 79
2025
Q1 		– Sell
-1,429
Closed -$232K – 92
2024
Q4 		$232K Buy
1,429
+35
+3% +$6.34K 0.1% 88
2024
Q3 		$282K Buy
1,394
+105
+8% +$21.5K 0.12% 82
2024
Q2 		$304K Buy
1,289
+125
+11% +$26.8K 0.15% 71
2024
Q1 		$240K Buy
+1,164
New +$214K 0.13% 87

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invenio Wealth Partners's AMAT Position: Q2 2026 in Review

Invenio Wealth Partners increased its Applied Materials (AMAT) stake by 4.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 757 shares worth $547K. The position accounts for 0.2% of the portfolio, ranked #54.

Invenio Wealth Partners first reported a position in AMAT in Q1 2024 and has held it in 6 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Invenio Wealth Partners held 757 shares of Applied Materials worth $547K as of Q2 2026.
  • Invenio Wealth Partners bought 31 Applied Materials shares in Q2 2026, an estimated $14.3K.
  • Applied Materials made up 0.2% of Invenio Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Invenio Wealth Partners first reported a position in Applied Materials in Q1 2024 and has held it in 6 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.