North Berkeley Wealth Management’s Applied Materials AMAT Stock Holding History

North Berkeley 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	$3.79M	Hold	5,243	–	–	1.53%	20
2026 Q1	$1.79M	Hold	5,243	–	–	0.95%	24
2025 Q4	$1.35M	Buy	5,243 +3,600	+219%	+$863K	0.79%	26
2025 Q3	$336K	Sell	1,643 -315	-16%	-$57.2K	0.27%	51
2025 Q2	$358K	Sell	1,958 -1,003	-34%	-$159K	0.33%	47
2025 Q1	$430K	Hold	2,961	–	–	0.45%	39
2024 Q4	$482K	Buy	+2,961	New	+$537K	0.49%	37

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 $3.38T AUM 44.17% 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

North Berkeley Wealth Management's AMAT Position: Q2 2026 in Review

North Berkeley Wealth Management held its Applied Materials (AMAT) position steady in Q2 2026 at 5,243 shares worth $3.79M. The position accounts for 1.53% of the portfolio, ranked #20.

North Berkeley 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.

North Berkeley Wealth Management held 5,243 shares of Applied Materials worth $3.79M as of Q2 2026.
North Berkeley Wealth Management left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 1.53% of North Berkeley Wealth Management's portfolio in Q2 2026, its #20 holding.
North Berkeley 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 North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.