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Rench Wealth Management’s Applied Materials AMAT Stock Holding History

Rench Wealth Management’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
Q1 		$10.9M Sell
31,749
-963
-3% -$324K 3.26% 10
2025
Q4 		$8.41M Sell
32,712
-851
-3% -$204K 2.41% 13
2025
Q3 		$6.87M Buy
33,563
+213
+0.6% +$38.6K 2.02% 18
2025
Q2 		$6.11M Buy
33,350
+216
+0.7% +$34.2K 1.93% 22
2025
Q1 		$4.81M Buy
33,134
+649
+2% +$109K 1.66% 26
2024
Q4 		$5.28M Buy
32,485
+1,057
+3% +$192K 1.8% 21
2024
Q3 		$6.35M Buy
31,428
+1,195
+4% +$245K 2.18% 17
2024
Q2 		$7.13M Buy
30,233
+50
+0.2% +$10.7K 2.56% 13
2024
Q1 		$6.22M Buy
30,183
+277
+0.9% +$50.8K 2.39% 15
2023
Q4 		$4.85M Buy
29,906
+31
+0.1% +$4.55K 2.04% 23
2023
Q3 		$4.14M Buy
29,875
+708
+2% +$102K 1.9% 24
2023
Q2 		$4.22M Buy
29,167
+684
+2% +$85.6K 1.85% 26
2023
Q1 		$3.5M Buy
28,483
+1,672
+6% +$192K 1.68% 34
2022
Q4 		$2.61M Sell
26,811
-450
-2% -$43.2K 1.33% 35
2022
Q3 		$2.23M Buy
27,261
+823
+3% +$79.4K 1.25% 35
2022
Q2 		$2.4M Buy
26,438
+3,802
+17% +$417K 1.23% 35
2022
Q1 		$2.98M Buy
22,636
+17,074
+307% +$2.35M 1.36% 34
2021
Q4 		$875K Buy
5,562
+1,344
+32% +$195K 0.39% 35
2021
Q3 		$543K Buy
4,218
+292
+7% +$39.6K 0.27% 35
2021
Q2 		$559K Buy
3,926
+787
+25% +$106K 0.28% 34
2021
Q1 		$419K Buy
3,139
+718
+30% +$79.2K 0.22% 35
2020
Q4 		$209K Buy
+2,421
New +$179K 0.12% 38

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rench Wealth Management's AMAT Position: Q1 2026 in Review

Rench Wealth Management reduced its Applied Materials (AMAT) stake by 2.9% in Q1 2026, selling an estimated $324K and leaving 31,749 shares worth $10.9M. The position accounts for 3.26% of the portfolio, ranked #10.

Rench Wealth Management first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Rench Wealth Management held 31,749 shares of Applied Materials worth $10.9M as of Q1 2026.
  • Rench Wealth Management sold 963 Applied Materials shares in Q1 2026, an estimated $324K.
  • Applied Materials made up 3.26% of Rench Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Rench Wealth Management first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.