LJI Wealth Management
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LJI Wealth Management’s Applied Materials AMAT Stock Holding History

LJI 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
Q3 		$573K Buy
1,121
+116
+12% +$58.9K 0.08% 93
2026
Q2 		$727K Buy
1,005
+9
+0.9% +$4.15K 0.1% 86
2026
Q1 		$340K Sell
996
-32
-3% -$10.8K 0.05% 141
2025
Q4 		$264K Sell
1,028
-15
-1% -$3.6K 0.04% 170
2025
Q3 		$214K Buy
+1,043
New +$189K 0.04% 166
2024
Q4 		– Sell
-1,047
Closed -$212K – 184
2024
Q3 		$212K Hold
1,047
– – 0.04% 180
2024
Q2 		$247K Sell
1,047
-18
-2% -$3.86K 0.05% 158
2024
Q1 		$220K Buy
+1,065
New +$195K 0.06% 137

Other funds holding AMAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LJI Wealth Management's AMAT Position: Q3 2026 in Review

LJI Wealth Management increased its Applied Materials (AMAT) stake by 12% in Q3 2026, buying an estimated $58.9K and bringing the position to 1,121 shares worth $573K. The position accounts for 0.08% of the portfolio, ranked #93.

LJI Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $727K in Q2 2026. 1,943 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • LJI Wealth Management held 1,121 shares of Applied Materials worth $573K as of Q3 2026.
  • LJI Wealth Management bought 116 Applied Materials shares in Q3 2026, an estimated $58.9K.
  • Applied Materials made up 0.08% of LJI Wealth Management's portfolio in Q3 2026, its #93 holding.
  • LJI Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • LJI Wealth Management's Applied Materials position peaked at $727K in Q2 2026.
  • 1,943 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.