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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AMAT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Applied Materials (AMAT) position steady in Q1 2026 at 86 shares worth $29.4K. The position accounts for 0.04% of the portfolio, ranked #157.

Mowery & Schoenfeld Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 86 shares of Applied Materials worth $29.4K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.