Meriwether Wealth & Planning’s Applied Materials AMAT Stock Holding History

Meriwether Wealth & Planning’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	$2.36M	Sell	3,258 -372	-10%	-$172K	1.17%	17
2026 Q1	$1.24M	Sell	3,630 -409	-10%	-$138K	0.68%	27
2025 Q4	$1.04M	Sell	4,039 -1,065	-21%	-$255K	0.59%	32
2025 Q3	$1.04M	Buy	5,104 +111	+2%	+$20.1K	0.61%	29
2025 Q2	$914K	Buy	4,993 +2,115	+73%	+$335K	0.57%	35
2025 Q1	$418K	Buy	+2,878	New	+$484K	0.27%	70

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Meriwether Wealth & Planning's AMAT Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Applied Materials (AMAT) stake by 10% in Q2 2026, selling an estimated $172K and leaving 3,258 shares worth $2.36M. The position accounts for 1.17% of the portfolio, ranked #17.

Meriwether Wealth & Planning first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 605 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Meriwether Wealth & Planning held 3,258 shares of Applied Materials worth $2.36M as of Q2 2026.
Meriwether Wealth & Planning sold 372 Applied Materials shares in Q2 2026, an estimated $172K.
Applied Materials made up 1.17% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #17 holding.
Meriwether Wealth & Planning first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
605 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.