MGIA
AMAT icon

Moneta Group Investment Advisors’s Applied Materials AMAT Stock Holding History

Moneta Group Investment Advisors’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 		$6.5M Buy
8,984
+1,476
+20% +$681K 0.05% 153
2026
Q1 		$2.57M Sell
7,508
-115
-2% -$38.7K 0.02% 240
2025
Q4 		$1.96M Sell
7,623
-5
-0.1% -$1.2K 0.01% 266
2025
Q3 		$1.56M Buy
7,628
+367
+5% +$66.6K 0.01% 290
2025
Q2 		$1.33M Buy
7,261
+152
+2% +$24.1K 0.02% 272
2025
Q1 		$1.03M Buy
7,109
+224
+3% +$37.7K 0.01% 288
2024
Q4 		$1.12M Buy
6,885
+379
+6% +$68.7K 0.02% 269
2024
Q3 		$1.31M Sell
6,506
-1,071
-14% -$220K 0.02% 251
2024
Q2 		$1.79M Buy
7,577
+1,872
+33% +$402K 0.03% 198
2024
Q1 		$1.18M Sell
5,705
-400
-7% -$73.4K 0.02% 246
2023
Q4 		$989K Buy
6,105
+754
+14% +$111K 0.02% 241
2023
Q3 		$741K Sell
5,351
-1,208
-18% -$173K 0.02% 256
2023
Q2 		$948K Buy
6,559
+869
+15% +$109K 0.02% 231
2023
Q1 		$699K Buy
5,690
+1,579
+38% +$181K 0.02% 261
2022
Q4 		$458K Sell
4,111
-3,115
-43% -$299K 0.01% 305
2022
Q3 		$592K Sell
7,226
-1,336
-16% -$129K 0.02% 252
2022
Q2 		$779K Buy
8,562
+2,227
+35% +$244K 0.03% 237
2022
Q1 		$835K Buy
6,335
+101
+2% +$13.9K 0.03% 227
2021
Q4 		$981K Sell
6,234
-19
-0.3% -$2.75K 0.04% 207
2021
Q3 		$805K Buy
6,253
+986
+19% +$134K 0.04% 219
2021
Q2 		$750K Buy
5,267
+903
+21% +$121K 0.03% 226
2021
Q1 		$583K Buy
4,364
+691
+19% +$76.2K 0.03% 237
2020
Q4 		$317K Sell
3,673
-2,702
-42% -$200K 0.02% 248
2020
Q3 		$379K Buy
6,375
+1,065
+20% +$65.8K 0.03% 198
2020
Q2 		$321K Buy
+5,310
New +$286K 0.03% 207
2018
Q2 		– Sell
-3,165
Closed -$176K – 398
2018
Q1 		$176K Buy
3,165
+3,154
+28,673% +$176K 0.02% 208
2017
Q4 		$1K Buy
+11
New +$596 ﹤0.01% 403
2015
Q4 		– Sell
-396
Closed -$6K – 148
2015
Q3 		$6K Buy
+396
New +$6.62K ﹤0.01% 467

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

Moneta Group Investment Advisors's AMAT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Applied Materials (AMAT) stake by 20% in Q2 2026, buying an estimated $681K and bringing the position to 8,984 shares worth $6.5M. The position accounts for 0.05% of the portfolio, ranked #153.

Moneta Group Investment Advisors first reported a position in AMAT in Q3 2015 and has held it in 28 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Moneta Group Investment Advisors held 8,984 shares of Applied Materials worth $6.5M as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,476 Applied Materials shares in Q2 2026, an estimated $681K.
  • Applied Materials made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Moneta Group Investment Advisors first reported a position in Applied Materials in Q3 2015 and has held it in 28 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.