MWM
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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
Q2 		$15.5M Buy
21,432
+2,729
+15% +$1.26M 0.18% 133
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 $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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Applied Materials (AMAT) stake by 15% in Q2 2026, buying an estimated $1.26M and bringing the position to 21,432 shares worth $15.5M. The position accounts for 0.18% of the portfolio, ranked #133.

Modern Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 10 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Modern Wealth Management held 21,432 shares of Applied Materials worth $15.5M as of Q2 2026.
  • Modern Wealth Management bought 2,729 Applied Materials shares in Q2 2026, an estimated $1.26M.
  • Applied Materials made up 0.18% of Modern Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Modern Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 10 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.