Jackson Wealth Management’s Applied Materials AMAT Stock Holding History

Jackson Wealth Management’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	$249K	Buy	+345	New	+$159K	0.15%	77
2022 Q3	–	Sell	-5,658	Closed	-$515K	–	102
2022 Q2	$515K	Sell	5,658 -12,170	-68%	-$1.33M	0.24%	75
2022 Q1	$2.35M	Sell	17,828 -30,306	-63%	-$4.17M	0.33%	72
2021 Q4	$7.57M	Buy	48,134 +33,288	+224%	+$4.82M	0.96%	31
2021 Q3	$5K	Buy	14,846 +11,522	+347%	+$1.56M	0.06%	78
2021 Q2	$473K	Buy	3,324 +1,519	+84%	+$204K	0.06%	105
2021 Q1	$241K	Buy	+1,805	New	+$199K	0.04%	113

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jackson Wealth Management's AMAT Position: Q2 2026 in Review

Jackson Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 345 shares worth $249K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings. This is a return to the name: Jackson Wealth Management previously reported a position in AMAT as recently as Q2 2022.

Jackson Wealth Management first reported a position in AMAT in Q1 2021 and has held it in 7 quarters since. The position peaked at $7.57M in Q4 2021. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Jackson Wealth Management held 345 shares of Applied Materials worth $249K as of Q2 2026.
Applied Materials was a new Jackson Wealth Management position in Q2 2026.
Applied Materials made up 0.15% of Jackson Wealth Management's portfolio in Q2 2026, its #77 holding.
Jackson Wealth Management first reported a position in Applied Materials in Q1 2021 and has held it in 7 quarters since.
Jackson Wealth Management's Applied Materials position peaked at $7.57M in Q4 2021.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.