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RKL Wealth Management’s Applied Materials AMAT Stock Holding History

RKL 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 		– 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

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

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

RKL Wealth Management sold out of Applied Materials (AMAT) in Q1 2026, closing a stake of 1,427 shares — an estimated $367K sold.

RKL Wealth Management first reported a position in AMAT in Q1 2024 and held it in 6 quarters. The position peaked at $367K in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • RKL Wealth Management reported no remaining Applied Materials position as of Q1 2026 after selling out during the quarter.
  • RKL Wealth Management sold 1,427 Applied Materials shares in Q1 2026, an estimated $367K.
  • RKL Wealth Management first reported a position in Applied Materials in Q1 2024 and held it in 6 quarters.
  • RKL Wealth Management's Applied Materials position peaked at $367K in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.