Private Wealth Management Group’s Applied Materials AMAT Stock Holding History

Private Wealth Management 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	$892K	Buy	1,234 +703	+132%	+$324K	0.21%	49
2026 Q1	$181K	Buy	531 +25	+5%	+$8.41K	0.05%	88
2025 Q4	$130K	Hold	506	–	–	0.03%	110
2025 Q3	$104K	Hold	506	–	–	0.03%	123
2025 Q2	$92.6K	Sell	506 -39	-7%	-$6.18K	0.03%	124
2025 Q1	$79.1K	Sell	545 -17	-3%	-$2.86K	0.03%	130
2024 Q4	$91.4K	Hold	562	–	–	0.04%	116
2024 Q3	$114K	Sell	562 -5	-0.9%	-$1.03K	0.04%	100
2024 Q2	$134K	Sell	567 -3	-0.5%	-$644	0.06%	89
2024 Q1	$118K	Sell	570 -4	-0.7%	-$734	0.05%	93
2023 Q4	$93K	Buy	+574	New	+$84.3K	0.05%	104

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

Private Wealth Management Group's AMAT Position: Q2 2026 in Review

Private Wealth Management Group increased its Applied Materials (AMAT) stake by 132% in Q2 2026, buying an estimated $324K and bringing the position to 1,234 shares worth $892K. The position accounts for 0.21% of the portfolio, ranked #49.

Private Wealth Management Group first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Private Wealth Management Group held 1,234 shares of Applied Materials worth $892K as of Q2 2026.
Private Wealth Management Group bought 703 Applied Materials shares in Q2 2026, an estimated $324K.
Applied Materials made up 0.21% of Private Wealth Management Group's portfolio in Q2 2026, its #49 holding.
Private Wealth Management Group first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.