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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mindset Wealth Management's AMAT Position: Q1 2026 in Review

Mindset Wealth Management held its Applied Materials (AMAT) position steady in Q1 2026 at 1,225 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #100.

Mindset Wealth Management first reported a position in AMAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q3 2024. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Mindset Wealth Management held 1,225 shares of Applied Materials worth $419K as of Q1 2026.
  • Mindset Wealth Management left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.11% of Mindset Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Mindset Wealth Management first reported a position in Applied Materials in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Applied Materials position peaked at $444K in Q3 2024.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.