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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$687K Sell
1,344
-887
-40% -$450K 0.23% 91
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

McCarter Private Wealth Services's AMAT Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Applied Materials (AMAT) stake by 40% in Q3 2026, selling an estimated $450K and leaving 1,344 shares worth $687K. The position accounts for 0.23% of the portfolio, ranked #91.

McCarter Private Wealth Services first reported a position in AMAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • McCarter Private Wealth Services held 1,344 shares of Applied Materials worth $687K as of Q3 2026.
  • McCarter Private Wealth Services sold 887 Applied Materials shares in Q3 2026, an estimated $450K.
  • Applied Materials made up 0.23% of McCarter Private Wealth Services's portfolio in Q3 2026, its #91 holding.
  • McCarter Private Wealth Services first reported a position in Applied Materials in Q3 2024 and has held it in 9 quarters since.
  • McCarter Private Wealth Services's Applied Materials position peaked at $1.61M in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.