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Marshall & Sterling Wealth Advisors’s Applied Materials AMAT Stock Holding History

Marshall & Sterling Wealth 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 		$58.8K Sell
81
-5
-6% -$2.31K 0.03% 141
2026
Q1 		$29.5K Hold
86
– – 0.02% 179
2025
Q4 		$22.1K Sell
86
-52
-38% -$12.5K 0.01% 190
2025
Q3 		$28.1K Sell
138
-5
-3% -$907 0.02% 241
2025
Q2 		$26K Buy
143
+8
+6% +$1.27K 0.02% 236
2025
Q1 		$19.7K Buy
135
+33
+32% +$5.55K 0.01% 252
2024
Q4 		$16.5K Buy
+102
New +$18.5K 0.01% 204

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

Marshall & Sterling Wealth Advisors's AMAT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Applied Materials (AMAT) stake by 5.8% in Q2 2026, selling an estimated $2.31K and leaving 81 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #141.

Marshall & Sterling Wealth Advisors first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 81 shares of Applied Materials worth $58.8K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 5 Applied Materials shares in Q2 2026, an estimated $2.31K.
  • Applied Materials made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.