MWM
AMAT icon

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 $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

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

Mission Wealth Management reduced its Applied Materials (AMAT) stake by 8% in Q1 2026, selling an estimated $1.4M and leaving 47,761 shares worth $16.3M. The position accounts for 0.34% of the portfolio, ranked #50.

Mission Wealth Management first reported a position in AMAT in Q2 2015 and has held it in 44 quarters since. The position peaked at $20.6M in Q2 2024. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Mission Wealth Management held 47,761 shares of Applied Materials worth $16.3M as of Q1 2026.
  • Mission Wealth Management sold 4,155 Applied Materials shares in Q1 2026, an estimated $1.4M.
  • Applied Materials made up 0.34% of Mission Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Mission Wealth Management first reported a position in Applied Materials in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Applied Materials position peaked at $20.6M in Q2 2024.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.