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Mowery & Schoenfeld Wealth Management’s Applied Materials AMAT Stock Holding History

Mowery & Schoenfeld 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 		$62.2K Hold
86
– – 0.08% 122
2026
Q1 		$29.4K Hold
86
– – 0.04% 157
2025
Q4 		$22.1K Hold
86
– – 0.03% 188
2025
Q3 		$17.6K Sell
86
-12
-12% -$2.18K 0.03% 184
2025
Q2 		$17.9K Hold
98
– – 0.03% 180
2025
Q1 		$14.2K Hold
98
– – 0.03% 233
2024
Q4 		$15.9K Buy
+98
New +$17.8K 0.03% 185

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

Mowery & Schoenfeld Wealth Management's AMAT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Applied Materials (AMAT) position steady in Q2 2026 at 86 shares worth $62.2K. The position accounts for 0.08% of the portfolio, ranked #122.

Mowery & Schoenfeld Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 86 shares of Applied Materials worth $62.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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