Obermeyer Wealth Partners
AMAT icon

Obermeyer Wealth Partners’s Applied Materials AMAT Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$3.39M Buy
6,630
+21
+0.3% +$10.7K 0.13% 55
2026
Q2 		$4.78M Sell
6,609
-11
-0.2% -$5.08K 0.2% 47
2026
Q1 		$2.26M Buy
6,620
+500
+8% +$168K 0.1% 71
2025
Q4 		$1.57M Sell
6,120
-97
-2% -$23.3K 0.07% 85
2025
Q3 		$1.27M Sell
6,217
-8
-0.1% -$1.45K 0.06% 94
2025
Q2 		$1.14M Sell
6,225
-795
-11% -$126K 0.06% 96
2025
Q1 		$1.02M Sell
7,020
-12
-0.2% -$2.02K 0.05% 96
2024
Q4 		$1.14M Buy
7,032
+15
+0.2% +$2.72K 0.06% 92
2024
Q3 		$1.42M Sell
7,017
-139
-2% -$28.5K 0.08% 87
2024
Q2 		$1.69M Buy
7,156
+154
+2% +$33.1K 0.1% 78
2024
Q1 		$1.44M Sell
7,002
-240
-3% -$44K 0.09% 81
2023
Q4 		$1.17M Buy
7,242
+815
+13% +$120K 0.08% 65
2023
Q3 		$890K Buy
6,427
+49
+0.8% +$7.03K 0.07% 73
2023
Q2 		$922K Hold
6,378
– – 0.07% 75
2023
Q1 		$783K Sell
6,378
-162
-2% -$18.6K 0.06% 81
2022
Q4 		$637K Buy
6,540
+18
+0.3% +$1.73K 0.05% 97
2022
Q3 		$534K Hold
6,522
– – 0.04% 108
2022
Q2 		$593K Hold
6,522
– – 0.04% 98
2022
Q1 		$860K Buy
6,522
+1,200
+23% +$165K 0.05% 84
2021
Q4 		$837K Hold
5,322
– – 0.04% 87
2021
Q3 		$685K Hold
5,322
– – 0.04% 100
2021
Q2 		$758K Hold
5,322
– – 0.04% 97
2021
Q1 		$711K Buy
+5,322
New +$587K 0.04% 99

Other funds holding AMAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Obermeyer Wealth Partners's AMAT Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Applied Materials (AMAT) stake by 0.32% in Q3 2026, buying an estimated $10.7K and bringing the position to 6,630 shares worth $3.39M. The position accounts for 0.13% of the portfolio, ranked #55.

Obermeyer Wealth Partners first reported a position in AMAT in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.78M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Obermeyer Wealth Partners held 6,630 shares of Applied Materials worth $3.39M as of Q3 2026.
  • Obermeyer Wealth Partners bought 21 Applied Materials shares in Q3 2026, an estimated $10.7K.
  • Applied Materials made up 0.13% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #55 holding.
  • Obermeyer Wealth Partners first reported a position in Applied Materials in Q1 2021 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Applied Materials position peaked at $4.78M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.