MWM
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Mission Wealth Management’s Applied Materials AMAT Stock Holding History

Mission 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
2025
Q2 		– Hold
0
– -$290K – 685
2025
Q1 		– Hold
0
– – – 562
2024
Q2 		– Hold
0
– -$825K – 674
2024
Q1 		– Hold
0
– – – 332
2023
Q4 		– Hold
0
– – – 319
2023
Q3 		– Hold
0
– – – 454
2023
Q2 		– Hold
0
– – – 454
2023
Q1 		– Hold
0
– – – 406
2022
Q4 		– Hold
0
– – – 425
2022
Q3 		– Hold
0
– – – 432

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

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

Mission Wealth Management increased its Applied Materials (AMAT) stake by 158% in Q2 2026, buying an estimated $34.7M and bringing the position to 123,042 shares worth $89M. The position accounts for 1.09% of the portfolio, ranked #19.

Mission Wealth Management first reported a position in AMAT in Q2 2015 and has held it in 45 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Mission Wealth Management held 123,042 shares of Applied Materials worth $89M as of Q2 2026.
  • Mission Wealth Management bought 75,281 Applied Materials shares in Q2 2026, an estimated $34.7M.
  • Applied Materials made up 1.09% of Mission Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Mission Wealth Management first reported a position in Applied Materials in Q2 2015 and has held it in 45 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.