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Mount Yale Investment Advisors’s Applied Materials AMAT Stock Holding History

Mount Yale 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 		$9.15M Sell
12,659
-1,548
-11% -$714K 0.17% 137
2026
Q1 		$4.86M Buy
14,207
+7,573
+114% +$2.55M 0.11% 190
2025
Q4 		$1.7M Buy
6,634
+2,051
+45% +$492K 0.08% 217
2025
Q3 		$938K Sell
4,583
-15,881
-78% -$2.88M 0.07% 293
2025
Q2 		$3.75M Buy
20,464
+295
+1% +$46.7K 0.29% 67
2025
Q1 		$2.93M Buy
20,169
+5,120
+34% +$861K 0.25% 86
2024
Q4 		$2.45M Buy
15,049
+11,593
+335% +$2.1M 0.2% 100
2024
Q3 		$698K Buy
3,456
+267
+8% +$54.8K 0.07% 271
2024
Q2 		$753K Sell
3,189
-85
-3% -$18.2K 0.06% 260
2024
Q1 		$675K Sell
3,274
-288
-8% -$52.8K 0.05% 296
2023
Q4 		$577K Buy
3,562
+8
+0.2% +$1.18K 0.05% 296
2023
Q3 		$492K Sell
3,554
-9,558
-73% -$1.37M 0.05% 313
2023
Q2 		$1.9M Sell
13,112
-1,010
-7% -$126K 0.2% 114
2023
Q1 		$1.73M Sell
14,122
-692
-5% -$79.5K 0.19% 113
2022
Q4 		$1.44M Buy
14,814
+697
+5% +$66.9K 0.16% 143
2022
Q3 		$1.16M Sell
14,117
-5,596
-28% -$540K 0.15% 145
2022
Q2 		$1.79M Buy
19,713
+2,105
+12% +$231K 0.23% 103
2022
Q1 		$2.32M Sell
17,608
-4,657
-21% -$641K 0.25% 94
2021
Q4 		$3.5M Sell
22,265
-314
-1% -$45.5K 0.36% 66
2021
Q3 		$2.91M Sell
22,579
-5,099
-18% -$692K 0.33% 74
2021
Q2 		$3.94M Sell
27,678
-1,525
-5% -$205K 0.48% 51
2021
Q1 		$3.9M Sell
29,203
-120
-0.4% -$13.2K 0.51% 48
2020
Q4 		$2.53M Buy
29,323
+1,585
+6% +$117K 0.36% 73
2020
Q3 		$1.65M Buy
27,738
+11,657
+72% +$720K 0.23% 97
2020
Q2 		$972K Buy
+16,081
New +$868K 0.17% 129
2018
Q3 		– Sell
-2,444
Closed -$113K – 940
2018
Q2 		$113K Buy
2,444
+685
+39% +$35.3K 0.02% 417
2018
Q1 		$98K Buy
+1,759
New +$97.9K 0.02% 458

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

Mount Yale Investment Advisors's AMAT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Applied Materials (AMAT) stake by 11% in Q2 2026, selling an estimated $714K and leaving 12,659 shares worth $9.15M. The position accounts for 0.17% of the portfolio, ranked #137.

Mount Yale Investment Advisors first reported a position in AMAT in Q1 2018 and has held it in 27 quarters since. 3,515 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Mount Yale Investment Advisors held 12,659 shares of Applied Materials worth $9.15M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,548 Applied Materials shares in Q2 2026, an estimated $714K.
  • Applied Materials made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Mount Yale Investment Advisors first reported a position in Applied Materials in Q1 2018 and has held it in 27 quarters since.
  • 3,515 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.