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Moran Wealth Management’s Applied Materials AMAT Stock Holding History

Moran 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 		$33.6M Sell
46,459
-4,512
-9% -$2.08M 0.92% 14
2026
Q1 		$17.4M Sell
50,971
-12,750
-20% -$4.29M 0.53% 53
2025
Q4 		$16.4M Sell
63,721
-7,116
-10% -$1.71M 0.5% 57
2025
Q3 		$14.5M Buy
70,837
+5,085
+8% +$923K 0.44% 75
2025
Q2 		$12M Buy
+65,752
New +$10.4M 0.37% 82
2024
Q3 		– Sell
-862
Closed -$203K – 404
2024
Q2 		$203K Buy
+862
New +$185K 0.01% 384

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

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

Moran Wealth Management reduced its Applied Materials (AMAT) stake by 8.9% in Q2 2026, selling an estimated $2.08M and leaving 46,459 shares worth $33.6M. The position accounts for 0.92% of the portfolio, ranked #14.

Moran Wealth Management first reported a position in AMAT in Q2 2024 and has held it in 6 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Moran Wealth Management held 46,459 shares of Applied Materials worth $33.6M as of Q2 2026.
  • Moran Wealth Management sold 4,512 Applied Materials shares in Q2 2026, an estimated $2.08M.
  • Applied Materials made up 0.92% of Moran Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Moran Wealth Management first reported a position in Applied Materials in Q2 2024 and has held it in 6 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.