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Lyell Wealth Management’s Applied Materials AMAT Stock Holding History

Lyell 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
Q2 		$1.21M Sell
1,669
-30
-2% -$13.8K 0.07% 122
2026
Q1 		$581K Buy
1,699
+532
+46% +$179K 0.04% 145
2025
Q4 		$300K Buy
1,167
+178
+18% +$42.7K 0.02% 184
2025
Q3 		$202K Buy
+989
New +$179K 0.02% 207
2024
Q4 		– Sell
-1,288
Closed -$260K – 201
2024
Q3 		$260K Sell
1,288
-20
-2% -$4.1K 0.02% 187
2024
Q2 		$309K Buy
1,308
+104
+9% +$22.3K 0.03% 169
2024
Q1 		$248K Buy
+1,204
New +$221K 0.03% 181

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

Lyell Wealth Management's AMAT Position: Q2 2026 in Review

Lyell Wealth Management reduced its Applied Materials (AMAT) stake by 1.8% in Q2 2026, selling an estimated $13.8K and leaving 1,669 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #122.

Lyell Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Lyell Wealth Management held 1,669 shares of Applied Materials worth $1.21M as of Q2 2026.
  • Lyell Wealth Management sold 30 Applied Materials shares in Q2 2026, an estimated $13.8K.
  • Applied Materials made up 0.07% of Lyell Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Lyell Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.