KWB Wealth
AMAT icon

KWB Wealth’s Applied Materials AMAT Stock Holding History

KWB Wealth’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
Q3 		$1.04M Hold
2,029
– – 0.09% 89
2026
Q2 		$1.47M Hold
2,029
– – 0.13% 77
2026
Q1 		$521K Hold
2,029
– – 0.05% 95
2025
Q4 		$521K Buy
2,029
+255
+14% +$61.1K 0.05% 99
2025
Q3 		$325K Hold
1,774
– – 0.04% 111
2025
Q2 		$257K Hold
1,774
– – 0.03% 135
2025
Q1 		$289K Buy
1,774
+93
+6% +$15.6K 0.03% 126
2024
Q4 		$340K Sell
1,681
-1,302
-44% -$236K 0.04% 109
2024
Q3 		$704K Sell
2,983
-825
-22% -$169K 0.09% 70
2024
Q2 		$785K Sell
3,808
-63
-2% -$13.5K 0.11% 69
2024
Q1 		$798K Sell
3,871
-335
-8% -$61.5K 0.11% 69
2023
Q4 		$682K Buy
+4,206
New +$618K 0.1% 71

Other funds holding AMAT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

KWB Wealth's AMAT Position: Q3 2026 in Review

KWB Wealth held its Applied Materials (AMAT) position steady in Q3 2026 at 2,029 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #89.

KWB Wealth first reported a position in AMAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2026. 854 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • KWB Wealth held 2,029 shares of Applied Materials worth $1.04M as of Q3 2026.
  • KWB Wealth left its Applied Materials share count unchanged in Q3 2026.
  • Applied Materials made up 0.09% of KWB Wealth's portfolio in Q3 2026, its #89 holding.
  • KWB Wealth first reported a position in Applied Materials in Q4 2023 and has held it in 12 quarters since.
  • KWB Wealth's Applied Materials position peaked at $1.47M in Q2 2026.
  • 854 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.