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Lifeworks Advisors’s Applied Materials AMAT Stock Holding History

Lifeworks 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
Q2 		$3.2M Sell
4,426
-560
-11% -$258K 0.34% 79
2026
Q1 		$1.7M Buy
4,986
+790
+19% +$266K 0.22% 97
2025
Q4 		$1.08M Sell
4,196
-29,283
-87% -$7.02M 0.14% 133
2025
Q3 		$6.85M Buy
33,479
+15,290
+84% +$2.77M 0.91% 29
2025
Q2 		$3.33M Buy
18,189
+4,244
+30% +$672K 0.5% 63
2025
Q1 		$2.02M Buy
13,945
+1,882
+16% +$316K 0.34% 79
2024
Q4 		$1.96M Buy
12,063
+2,399
+25% +$435K 0.35% 79
2024
Q3 		$1.95M Buy
9,664
+1,621
+20% +$332K 0.38% 75
2024
Q2 		$1.9M Sell
8,043
-1,076
-12% -$231K 0.53% 59
2024
Q1 		$1.88M Buy
9,119
+762
+9% +$140K 0.53% 60
2023
Q4 		$1.35M Sell
8,357
-339
-4% -$49.8K 0.47% 73
2023
Q3 		$1.2M Buy
8,696
+1,025
+13% +$147K 0.47% 67
2023
Q2 		$1.11M Buy
+7,671
New +$960K 0.47% 70
2023
Q1 		– Sell
-10,500
Closed -$1.02M – 144
2022
Q4 		$1.02M Sell
10,500
-215
-2% -$20.6K 0.58% 60
2022
Q3 		$946K Buy
10,715
+2,441
+30% +$235K 0.54% 68
2022
Q2 		$753K Buy
8,274
+2,136
+35% +$234K 0.48% 72
2022
Q1 		$809K Buy
6,138
+2,900
+90% +$399K 0.53% 64
2021
Q4 		$510K Buy
+3,238
New +$469K 0.41% 76

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

Lifeworks Advisors's AMAT Position: Q2 2026 in Review

Lifeworks Advisors reduced its Applied Materials (AMAT) stake by 11% in Q2 2026, selling an estimated $258K and leaving 4,426 shares worth $3.2M. The position accounts for 0.34% of the portfolio, ranked #79.

Lifeworks Advisors first reported a position in AMAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.85M in Q3 2025. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Lifeworks Advisors held 4,426 shares of Applied Materials worth $3.2M as of Q2 2026.
  • Lifeworks Advisors sold 560 Applied Materials shares in Q2 2026, an estimated $258K.
  • Applied Materials made up 0.34% of Lifeworks Advisors's portfolio in Q2 2026, its #79 holding.
  • Lifeworks Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Applied Materials position peaked at $6.85M in Q3 2025.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.