Outlook Wealth Advisors’s Applied Materials AMAT Stock Holding History

Outlook Wealth Advisors’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	$879K	Sell	1,216 -18	-1%	-$8.3K	0.19%	112
2026 Q1	$422K	Buy	1,234 +1	+0.1%	+$336	0.1%	193
2025 Q4	$317K	Hold	1,233	–	–	0.07%	233
2025 Q3	$252K	Buy	1,233 +47	+4%	+$8.53K	0.06%	267
2025 Q2	$217K	Buy	+1,186	New	+$188K	0.06%	262
2024 Q4	–	Sell	-1,179	Closed	-$238K	–	249
2024 Q3	$238K	Sell	1,179 -19	-2%	-$3.9K	0.07%	240
2024 Q2	$283K	Sell	1,198 -6	-0.5%	-$1.29K	0.09%	226
2024 Q1	$248K	Sell	1,204 -42	-3%	-$7.71K	0.08%	235
2023 Q4	$202K	Buy	+1,246	New	+$183K	0.07%	240
2022 Q2	–	Sell	-2,308	Closed	-$305K	–	187
2022 Q1	$305K	Buy	2,308 +36	+2%	+$4.96K	0.1%	159
2021 Q4	$358K	Sell	2,272 -173	-7%	-$25.1K	0.11%	156
2021 Q3	$315K	Buy	2,445 +381	+18%	+$51.7K	0.1%	174
2021 Q2	$294K	Buy	2,064 +301	+17%	+$40.4K	0.09%	181
2021 Q1	$236K	Buy	+1,763	New	+$194K	0.08%	179

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

Outlook Wealth Advisors's AMAT Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Applied Materials (AMAT) stake by 1.5% in Q2 2026, selling an estimated $8.3K and leaving 1,216 shares worth $879K. The position accounts for 0.19% of the portfolio, ranked #112.

Outlook Wealth Advisors first reported a position in AMAT in Q1 2021 and has held it in 14 quarters since. 3,491 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Outlook Wealth Advisors held 1,216 shares of Applied Materials worth $879K as of Q2 2026.
Outlook Wealth Advisors sold 18 Applied Materials shares in Q2 2026, an estimated $8.3K.
Applied Materials made up 0.19% of Outlook Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Outlook Wealth Advisors first reported a position in Applied Materials in Q1 2021 and has held it in 14 quarters since.
3,491 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.