KWA
AMAT icon

Kingswood Wealth Advisors’s Applied Materials AMAT Stock Holding History

Kingswood Wealth Advisors’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 		$3.84M Buy
11,244
+1,372
+14% +$462K 0.18% 130
2025
Q4 		$2.54M Buy
9,872
+506
+5% +$121K 0.12% 164
2025
Q3 		$1.92M Buy
9,366
+2,923
+45% +$530K 0.12% 184
2025
Q2 		$1.18M Buy
6,443
+161
+3% +$25.5K 0.09% 230
2025
Q1 		$912K Buy
6,282
+428
+7% +$72K 0.08% 267
2024
Q4 		$952K Sell
5,854
-10,445
-64% -$1.89M 0.07% 284
2024
Q3 		$3.29M Buy
16,299
+5,211
+47% +$1.07M 0.23% 102
2024
Q2 		$2.62M Buy
11,088
+1,815
+20% +$390K 0.24% 94
2024
Q1 		$1.91M Sell
9,273
-2,338
-20% -$429K 0.22% 107
2023
Q4 		$1.88M Buy
11,611
+7,268
+167% +$1.07M 0.21% 112
2023
Q3 		$1.47M Buy
4,343
+76
+2% +$10.9K 0.25% 106
2023
Q2 		$617K Buy
+4,267
New +$534K 0.2% 113

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

Kingswood Wealth Advisors's AMAT Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Applied Materials (AMAT) stake by 14% in Q1 2026, buying an estimated $462K and bringing the position to 11,244 shares worth $3.84M. The position accounts for 0.18% of the portfolio, ranked #130.

Kingswood Wealth Advisors first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Kingswood Wealth Advisors held 11,244 shares of Applied Materials worth $3.84M as of Q1 2026.
  • Kingswood Wealth Advisors bought 1,372 Applied Materials shares in Q1 2026, an estimated $462K.
  • Applied Materials made up 0.18% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • Kingswood Wealth Advisors first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.