Rooted Wealth Advisors’s Applied Materials AMAT Stock Holding History

Rooted Wealth Advisors’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	$772K	Buy	1,971 +371	+23%	+$125K	0.2%	76
2025 Q4	$476K	Sell	1,600 -268	-14%	-$64.3K	0.13%	85
2025 Q3	$406K	Buy	1,868 +111	+6%	+$20.1K	0.12%	82
2025 Q2	$348K	Buy	+1,757	New	+$278K	0.12%	81
2025 Q1	–	Sell	-1,534	Closed	-$273K	–	92
2024 Q4	$273K	Sell	1,534 -230	-13%	-$41.7K	0.11%	82
2024 Q3	$353K	Buy	1,764 +226	+15%	+$46.4K	0.16%	67
2024 Q2	$335K	Buy	1,538 +206	+15%	+$44.2K	0.15%	65
2024 Q1	$275K	Buy	+1,332	New	+$244K	0.14%	67

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rooted Wealth Advisors's AMAT Position: Q1 2026 in Review

Rooted Wealth Advisors increased its Applied Materials (AMAT) stake by 23% in Q1 2026, buying an estimated $125K and bringing the position to 1,971 shares worth $772K. The position accounts for 0.2% of the portfolio, ranked #76.

Rooted Wealth Advisors first reported a position in AMAT in Q1 2024 and has held it in 8 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Rooted Wealth Advisors held 1,971 shares of Applied Materials worth $772K as of Q1 2026.
Rooted Wealth Advisors bought 371 Applied Materials shares in Q1 2026, an estimated $125K.
Applied Materials made up 0.2% of Rooted Wealth Advisors's portfolio in Q1 2026, its #76 holding.
Rooted Wealth Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 8 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.