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MOR Wealth Management’s Applied Materials AMAT Stock Holding History

MOR 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 		$336K Sell
465
-964
-67% -$445K 0.13% 90
2026
Q1 		$488K Sell
1,429
-1,611
-53% -$542K 0.22% 54
2025
Q4 		$781K Buy
+3,040
New +$729K 0.36% 36

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

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

MOR Wealth Management reduced its Applied Materials (AMAT) stake by 67% in Q2 2026, selling an estimated $445K and leaving 465 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #90.

MOR Wealth Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $781K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • MOR Wealth Management held 465 shares of Applied Materials worth $336K as of Q2 2026.
  • MOR Wealth Management sold 964 Applied Materials shares in Q2 2026, an estimated $445K.
  • Applied Materials made up 0.13% of MOR Wealth Management's portfolio in Q2 2026, its #90 holding.
  • MOR Wealth Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • MOR Wealth Management's Applied Materials position peaked at $781K in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.