MWM
AMAT icon

Modern Wealth Management’s Applied Materials AMAT Stock Holding History

Modern 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 		$6.62M Buy
18,703
+299
+2% +$101K 0.11% 174
2025
Q4 		$4.73M Buy
18,404
+752
+4% +$180K 0.09% 196
2025
Q3 		$3.61M Buy
17,652
+179
+1% +$32.5K 0.07% 215
2025
Q2 		$3.2M Buy
17,473
+416
+2% +$65.9K 0.08% 213
2025
Q1 		$2.48M Buy
17,057
+9,509
+126% +$1.6M 0.08% 192
2024
Q4 		$1.23M Buy
7,548
+4,538
+151% +$822K 0.05% 233
2024
Q3 		$608K Buy
3,010
+56
+2% +$11.5K 0.04% 225
2024
Q2 		$697K Buy
2,954
+197
+7% +$42.3K 0.05% 173
2024
Q1 		$569K Buy
+2,757
New +$506K 0.05% 163

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

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

Modern Wealth Management increased its Applied Materials (AMAT) stake by 1.6% in Q1 2026, buying an estimated $101K and bringing the position to 18,703 shares worth $6.62M. The position accounts for 0.11% of the portfolio, ranked #174.

Modern Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Modern Wealth Management held 18,703 shares of Applied Materials worth $6.62M as of Q1 2026.
  • Modern Wealth Management bought 299 Applied Materials shares in Q1 2026, an estimated $101K.
  • Applied Materials made up 0.11% of Modern Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Modern Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.