Peak Financial Advisors
AMAT icon

Peak Financial Advisors’s Applied Materials AMAT Stock Holding History

Peak Financial 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
Q3 		$261K Hold
511
– – 0.11% 73
2026
Q2 		$369K Buy
+511
New +$236K 0.15% 68
2025
Q1 		– Sell
-6,678
Closed -$1.09M – 73
2024
Q4 		$1.09M Sell
6,678
-9,149
-58% -$1.66M 0.56% 41
2024
Q3 		$3.2M Buy
+15,827
New +$3.25M 1.64% 18
2024
Q1 		– Sell
-16,065
Closed -$2.6M – 71
2023
Q4 		$2.6M Buy
+16,065
New +$2.36M 1.74% 20

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

Peak Financial Advisors's AMAT Position: Q3 2026 in Review

Peak Financial Advisors held its Applied Materials (AMAT) position steady in Q3 2026 at 511 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #73.

Peak Financial Advisors first reported a position in AMAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.2M in Q3 2024. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Peak Financial Advisors held 511 shares of Applied Materials worth $261K as of Q3 2026.
  • Peak Financial Advisors left its Applied Materials share count unchanged in Q3 2026.
  • Applied Materials made up 0.11% of Peak Financial Advisors's portfolio in Q3 2026, its #73 holding.
  • Peak Financial Advisors first reported a position in Applied Materials in Q4 2023 and has held it in 5 quarters since.
  • Peak Financial Advisors's Applied Materials position peaked at $3.2M in Q3 2024.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Peak Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.