OWG
AMAT icon

Oxford Wealth Group’s Applied Materials AMAT Stock Holding History

Oxford Wealth Group’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 		$1.07M Sell
1,475
-231
-14% -$107K 0.48% 40
2026
Q1 		$583K Sell
1,706
-48
-3% -$16.1K 0.32% 53
2025
Q4 		$451K Buy
+1,754
New +$421K 0.22% 61

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oxford Wealth Group's AMAT Position: Q2 2026 in Review

Oxford Wealth Group reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $107K and leaving 1,475 shares worth $1.07M. The position accounts for 0.48% of the portfolio, ranked #40.

Oxford Wealth Group first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,511 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Oxford Wealth Group held 1,475 shares of Applied Materials worth $1.07M as of Q2 2026.
  • Oxford Wealth Group sold 231 Applied Materials shares in Q2 2026, an estimated $107K.
  • Applied Materials made up 0.48% of Oxford Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Oxford Wealth Group first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,511 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.