RKL Wealth Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$259K Sell
506
-114
-18% -$57.9K 0.02% 174
2026
Q2
$449K Buy
+620
New +$286K 0.04% 143
2026
Q1
– Sell
-1,427
Closed -$367K – 181
2025
Q4
$367K Buy
1,427
+110
+8% +$26.4K 0.03% 148
2025
Q3
$270K Sell
1,317
-91
-6% -$16.5K 0.02% 165
2025
Q2
$258K Buy
+1,408
New +$223K 0.02% 164
2024
Q4
– Sell
-1,179
Closed -$238K – 173
2024
Q3
$238K Sell
1,179
-32
-3% -$6.56K 0.02% 146
2024
Q2
$286K Buy
1,211
+16
+1% +$3.44K 0.03% 119
2024
Q1
$246K Buy
+1,195
New +$219K 0.02% 135

Other funds holding AMAT

RKL Wealth Management's AMAT Position: Q3 2026 in Review

RKL Wealth Management reduced its Applied Materials (AMAT) stake by 18% in Q3 2026, selling an estimated $57.9K and leaving 506 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #174.

RKL Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $449K in Q2 2026. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • RKL Wealth Management held 506 shares of Applied Materials worth $259K as of Q3 2026.
  • RKL Wealth Management sold 114 Applied Materials shares in Q3 2026, an estimated $57.9K.
  • Applied Materials made up 0.02% of RKL Wealth Management's portfolio in Q3 2026, its #174 holding.
  • RKL Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
  • RKL Wealth Management's Applied Materials position peaked at $449K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.