McCarter Private Wealth Services’s Applied Materials AMAT Stock Holding History

McCarter Private Wealth Services’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	$1.61M	Sell	2,231 -154	-6%	-$71.1K	0.56%	54
2026 Q1	$815K	Sell	2,385 -100	-4%	-$33.6K	0.35%	67
2025 Q4	$639K	Buy	2,485 +141	+6%	+$33.8K	0.29%	72
2025 Q3	$480K	Buy	2,344 +600	+34%	+$109K	0.25%	81
2025 Q2	$319K	Hold	1,744	–	–	0.18%	95
2025 Q1	$253K	Buy	1,744 +144	+9%	+$24.2K	0.17%	92
2024 Q4	$260K	Hold	1,600	–	–	0.17%	88
2024 Q3	$323K	Buy	+1,600	New	+$328K	0.2%	80

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McCarter Private Wealth Services's AMAT Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Applied Materials (AMAT) stake by 6.5% in Q2 2026, selling an estimated $71.1K and leaving 2,231 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #54.

McCarter Private Wealth Services first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

McCarter Private Wealth Services held 2,231 shares of Applied Materials worth $1.61M as of Q2 2026.
McCarter Private Wealth Services sold 154 Applied Materials shares in Q2 2026, an estimated $71.1K.
Applied Materials made up 0.56% of McCarter Private Wealth Services's portfolio in Q2 2026, its #54 holding.
McCarter Private Wealth Services first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.