Principle Wealth Partners’s Applied Materials AMAT Stock Holding History

Principle 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 Q2	$1.41M	Sell	1,947 -643	-25%	-$297K	0.07%	166
2026 Q1	$885K	Hold	2,590	–	–	0.05%	178
2025 Q4	$666K	Buy	2,590 +518	+25%	+$124K	0.04%	204
2025 Q3	$424K	Sell	2,072 -334	-14%	-$60.6K	0.02%	259
2025 Q2	$441K	Sell	2,406 -1,390	-37%	-$220K	0.03%	242
2025 Q1	$551K	Buy	3,796 +720	+23%	+$121K	0.04%	213
2024 Q4	$500K	Buy	3,076 +625	+25%	+$113K	0.04%	223
2024 Q3	$495K	Buy	2,451 +1,030	+72%	+$211K	0.04%	224
2024 Q2	$335K	Sell	1,421 -6	-0.4%	-$1.29K	0.03%	264
2024 Q1	$294K	Sell	1,427 -218	-13%	-$40K	0.02%	279
2023 Q4	$267K	Buy	1,645 +14	+0.9%	+$2.06K	0.02%	286
2023 Q3	$226K	Hold	1,631	–	–	0.02%	294
2023 Q2	$236K	Sell	1,631 -63	-4%	-$7.88K	0.02%	295
2023 Q1	$208K	Buy	+1,694	New	+$195K	0.02%	306

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

Principle Wealth Partners's AMAT Position: Q2 2026 in Review

Principle Wealth Partners reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $297K and leaving 1,947 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #166.

Principle Wealth Partners first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Principle Wealth Partners held 1,947 shares of Applied Materials worth $1.41M as of Q2 2026.
Principle Wealth Partners sold 643 Applied Materials shares in Q2 2026, an estimated $297K.
Applied Materials made up 0.07% of Principle Wealth Partners's portfolio in Q2 2026, its #166 holding.
Principle Wealth Partners first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.