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Keudell/Morrison Wealth Management’s Applied Materials AMAT Stock Holding History

Keudell/Morrison 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 		$469K Sell
649
-61
-9% -$28.1K 0.09% 141
2026
Q1 		$243K Sell
710
-74
-9% -$24.9K 0.05% 207
2025
Q4 		$201K Buy
+784
New +$188K 0.04% 226
2024
Q3 		– Sell
-993
Closed -$234K – 221
2024
Q2 		$234K Hold
993
– – 0.07% 181
2024
Q1 		$205K Sell
993
-270
-21% -$49.5K 0.06% 198
2023
Q4 		$205K Sell
1,263
-328
-21% -$48.2K 0.07% 186
2023
Q3 		$220K Buy
+1,591
New +$228K 0.07% 168

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 $3.37T AUM 44.26% 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

Keudell/Morrison Wealth Management's AMAT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Applied Materials (AMAT) stake by 8.6% in Q2 2026, selling an estimated $28.1K and leaving 649 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #141.

Keudell/Morrison Wealth Management first reported a position in AMAT in Q3 2023 and has held it in 7 quarters since. 3,483 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 649 shares of Applied Materials worth $469K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 61 Applied Materials shares in Q2 2026, an estimated $28.1K.
  • Applied Materials made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Keudell/Morrison Wealth Management first reported a position in Applied Materials in Q3 2023 and has held it in 7 quarters since.
  • 3,483 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.