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Mindset Wealth Management’s Applied Materials AMAT Stock Holding History

Mindset 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
2026
Q2 		$669K Sell
925
-300
-24% -$138K 0.13% 79
2026
Q1 		$419K Hold
1,225
– – 0.11% 100
2025
Q4 		$315K Sell
1,225
-115
-9% -$27.6K 0.08% 123
2025
Q3 		$274K Sell
1,340
-300
-18% -$54.4K 0.07% 133
2025
Q2 		$300K Hold
1,640
– – 0.1% 110
2025
Q1 		$238K Sell
1,640
-500
-23% -$84.1K 0.09% 122
2024
Q4 		$348K Sell
2,140
-56
-3% -$10.1K 0.13% 88
2024
Q3 		$444K Buy
+2,196
New +$450K 0.18% 65

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

Mindset Wealth Management's AMAT Position: Q2 2026 in Review

Mindset Wealth Management reduced its Applied Materials (AMAT) stake by 24% in Q2 2026, selling an estimated $138K and leaving 925 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #79.

Mindset Wealth Management first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Mindset Wealth Management held 925 shares of Applied Materials worth $669K as of Q2 2026.
  • Mindset Wealth Management sold 300 Applied Materials shares in Q2 2026, an estimated $138K.
  • Applied Materials made up 0.13% of Mindset Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Mindset Wealth Management first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.