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Opes Wealth Management’s Applied Materials AMAT Stock Holding History

Opes 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 		$794K Buy
2,323
+31
+1% +$10.4K 0.13% 79
2025
Q4 		$589K Hold
2,292
– – 0.1% 91
2025
Q3 		$469K Buy
2,292
+10
+0.4% +$1.81K 0.08% 93
2025
Q2 		$418K Sell
2,282
-230
-9% -$36.4K 0.07% 102
2025
Q1 		$365K Buy
2,512
+15
+0.6% +$2.52K 0.07% 105
2024
Q4 		$406K Sell
2,497
-108
-4% -$19.6K 0.08% 96
2024
Q3 		$526K Sell
2,605
-25
-1% -$5.13K 0.1% 78
2024
Q2 		$621K Sell
2,630
-25
-0.9% -$5.37K 0.13% 71
2024
Q1 		$548K Hold
2,655
– – 0.13% 78
2023
Q4 		$430K Sell
2,655
-60
-2% -$8.81K 0.1% 87
2023
Q3 		$376K Buy
2,715
+25
+0.9% +$3.58K 0.1% 92
2023
Q2 		$389K Buy
+2,690
New +$337K 0.11% 92

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

Opes Wealth Management's AMAT Position: Q1 2026 in Review

Opes Wealth Management increased its Applied Materials (AMAT) stake by 1.4% in Q1 2026, buying an estimated $10.4K and bringing the position to 2,323 shares worth $794K. The position accounts for 0.13% of the portfolio, ranked #79.

Opes Wealth Management first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Opes Wealth Management held 2,323 shares of Applied Materials worth $794K as of Q1 2026.
  • Opes Wealth Management bought 31 Applied Materials shares in Q1 2026, an estimated $10.4K.
  • Applied Materials made up 0.13% of Opes Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Opes Wealth Management first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.