Lyell Wealth Management
AMAT icon

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
Q3 		$881K Buy
1,722
+53
+3% +$26.9K 0.05% 134
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Lyell Wealth Management increased its Applied Materials (AMAT) stake by 3.2% in Q3 2026, buying an estimated $26.9K and bringing the position to 1,722 shares worth $881K. The position accounts for 0.05% of the portfolio, ranked #134.

Lyell Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 2,233 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Lyell Wealth Management held 1,722 shares of Applied Materials worth $881K as of Q3 2026.
  • Lyell Wealth Management bought 53 Applied Materials shares in Q3 2026, an estimated $26.9K.
  • Applied Materials made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Lyell Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • Lyell Wealth Management's Applied Materials position peaked at $1.21M in Q2 2026.
  • 2,233 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.