Kingswood Wealth Advisors’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
$7.62M Sell
10,544
-700
-6% -$323K 0.31% 69
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

Kingswood Wealth Advisors's AMAT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Applied Materials (AMAT) stake by 6.2% in Q2 2026, selling an estimated $323K and leaving 10,544 shares worth $7.62M. The position accounts for 0.31% of the portfolio, ranked #69.

Kingswood Wealth Advisors first reported a position in AMAT in Q2 2023 and has held it in 13 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Kingswood Wealth Advisors held 10,544 shares of Applied Materials worth $7.62M as of Q2 2026.
  • Kingswood Wealth Advisors sold 700 Applied Materials shares in Q2 2026, an estimated $323K.
  • Applied Materials made up 0.31% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Kingswood Wealth Advisors first reported a position in Applied Materials in Q2 2023 and has held it in 13 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.