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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
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 $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

Invenio Wealth Partners's AMAT Position: Q1 2026 in Review

Invenio Wealth Partners opened a new position in Applied Materials (AMAT) in Q1 2026: 726 shares worth $248K. The stake represents 0.1% of the portfolio and ranks #79 among its holdings. This is a return to the name: Invenio Wealth Partners previously reported a position in AMAT as recently as Q4 2024.

Invenio Wealth Partners first reported a position in AMAT in Q1 2024 and has held it in 5 quarters since. The position peaked at $304K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Invenio Wealth Partners held 726 shares of Applied Materials worth $248K as of Q1 2026.
  • Applied Materials was a new Invenio Wealth Partners position in Q1 2026.
  • Applied Materials made up 0.1% of Invenio Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Invenio Wealth Partners first reported a position in Applied Materials in Q1 2024 and has held it in 5 quarters since.
  • Invenio Wealth Partners's Applied Materials position peaked at $304K in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.