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Marathon Wealth Advisors LLC’s Applied Materials AMAT Stock Holding History

Marathon Wealth Advisors LLC’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
Q2 		$12.4M Sell
17,172
-133
-0.8% -$61.4K 4.25% 2
2026
Q1 		$5.91M Buy
17,305
+56
+0.3% +$18.8K 2.43% 13
2025
Q4 		$4.43M Buy
+17,249
New +$4.14M 1.76% 21

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marathon Wealth Advisors LLC's AMAT Position: Q2 2026 in Review

Marathon Wealth Advisors LLC reduced its Applied Materials (AMAT) stake by 0.77% in Q2 2026, selling an estimated $61.4K and leaving 17,172 shares worth $12.4M. The position accounts for 4.25% of the portfolio, ranked #2.

Marathon Wealth Advisors LLC first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Marathon Wealth Advisors LLC held 17,172 shares of Applied Materials worth $12.4M as of Q2 2026.
  • Marathon Wealth Advisors LLC sold 133 Applied Materials shares in Q2 2026, an estimated $61.4K.
  • Applied Materials made up 4.25% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #2 holding.
  • Marathon Wealth Advisors LLC first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.