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
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: Q2 2026 in Review

RKL Wealth Management opened a new position in Applied Materials (AMAT) in Q2 2026: 620 shares worth $449K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: RKL Wealth Management previously reported a position in AMAT as recently as Q4 2025.

RKL Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • RKL Wealth Management held 620 shares of Applied Materials worth $449K as of Q2 2026.
  • Applied Materials was a new RKL Wealth Management position in Q2 2026.
  • Applied Materials made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #143 holding.
  • RKL Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
  • 3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.