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Merriman Wealth Management’s Applied Materials AMAT Stock Holding History

Merriman 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
2024
Q4 		$328K Buy
2,019
+633
+46% +$115K 0.01% 162
2024
Q3 		$280K Sell
1,386
-52
-4% -$10.7K 0.01% 179
2024
Q2 		$339K Buy
1,438
+55
+4% +$11.8K 0.01% 162
2024
Q1 		$285K Buy
1,383
+49
+4% +$8.99K 0.01% 170
2023
Q4 		$216K Buy
+1,334
New +$196K 0.01% 175
2022
Q2 		– Sell
-2,195
Closed -$289K – 171
2022
Q1 		$289K Buy
2,195
+13
+0.6% +$1.79K 0.02% 169
2021
Q4 		$343K Buy
2,182
+142
+7% +$20.6K 0.03% 164
2021
Q3 		$263K Buy
2,040
+405
+25% +$55K 0.02% 173
2021
Q2 		$233K Hold
1,635
– – 0.02% 201
2021
Q1 		$218K Buy
+1,635
New +$180K 0.02% 173

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Merriman Wealth Management's AMAT Position: Q4 2024 in Review

Merriman Wealth Management increased its Applied Materials (AMAT) stake by 46% in Q4 2024, buying an estimated $115K and bringing the position to 2,019 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #162.

Merriman Wealth Management first reported a position in AMAT in Q1 2021 and has held it in 10 quarters since. The position peaked at $343K in Q4 2021. 2,232 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • Merriman Wealth Management held 2,019 shares of Applied Materials worth $328K as of Q4 2024.
  • Merriman Wealth Management bought 633 Applied Materials shares in Q4 2024, an estimated $115K.
  • Applied Materials made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #162 holding.
  • Merriman Wealth Management first reported a position in Applied Materials in Q1 2021 and has held it in 10 quarters since.
  • Merriman Wealth Management's Applied Materials position peaked at $343K in Q4 2021.
  • 2,232 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.