Naviter Wealth’s Applied Materials AMAT Stock Holding History

Naviter Wealth’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	$5.2M	Buy	7,186 +791	+12%	+$365K	0.47%	46
2026 Q1	$2.19M	Buy	6,395 +23	+0.4%	+$7.74K	0.27%	88
2025 Q4	$1.64M	Sell	6,372 -746	-10%	-$179K	0.21%	114
2025 Q3	$1.46M	Sell	7,118 -648	-8%	-$118K	0.17%	140
2025 Q2	$1.42M	Sell	7,766 -271	-3%	-$42.9K	0.18%	140
2025 Q1	$1.17M	Sell	8,037 -30	-0.4%	-$5.04K	0.14%	160
2024 Q4	$1.31M	Buy	8,067 +4,427	+122%	+$802K	0.16%	149
2024 Q3	$735K	Sell	3,640 -92	-2%	-$18.9K	0.1%	174
2024 Q2	$881K	Buy	3,732 +667	+22%	+$143K	0.13%	165
2024 Q1	$632K	Buy	+3,065	New	+$562K	0.1%	183
2023 Q1	–	Sell	-7,059	Closed	-$798K	–	195
2022 Q4	$798K	Buy	7,059 +830	+13%	+$79.6K	0.22%	105
2022 Q3	$510K	Buy	6,229 +639	+11%	+$61.6K	0.21%	118
2022 Q2	$509K	Buy	+5,590	New	+$613K	0.21%	120

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Naviter Wealth's AMAT Position: Q2 2026 in Review

Naviter Wealth increased its Applied Materials (AMAT) stake by 12% in Q2 2026, buying an estimated $365K and bringing the position to 7,186 shares worth $5.2M. The position accounts for 0.47% of the portfolio, ranked #46.

Naviter Wealth first reported a position in AMAT in Q2 2022 and has held it in 13 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Naviter Wealth held 7,186 shares of Applied Materials worth $5.2M as of Q2 2026.
Naviter Wealth bought 791 Applied Materials shares in Q2 2026, an estimated $365K.
Applied Materials made up 0.47% of Naviter Wealth's portfolio in Q2 2026, its #46 holding.
Naviter Wealth first reported a position in Applied Materials in Q2 2022 and has held it in 13 quarters since.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.