Jeppson Wealth Management’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
Q2
$593K Sell
820
-30
-4% -$13.8K 0.17% 118
2026
Q1
$291K Sell
850
-5
-0.6% -$1.68K 0.09% 178
2025
Q4
$220K Buy
+855
New +$205K 0.07% 207
2020
Q4
– Sell
-750
Closed -$45K – 149
2020
Q3
$45K Buy
+750
New +$46.3K 0.04% 232

Other funds holding AMAT

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

Jeppson Wealth Management reduced its Applied Materials (AMAT) stake by 3.5% in Q2 2026, selling an estimated $13.8K and leaving 820 shares worth $593K. The position accounts for 0.17% of the portfolio, ranked #118.

Jeppson Wealth Management first reported a position in AMAT in Q3 2020 and has held it in 4 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Jeppson Wealth Management held 820 shares of Applied Materials worth $593K as of Q2 2026.
  • Jeppson Wealth Management sold 30 Applied Materials shares in Q2 2026, an estimated $13.8K.
  • Applied Materials made up 0.17% of Jeppson Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Jeppson Wealth Management first reported a position in Applied Materials in Q3 2020 and has held it in 4 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.