Schrum Private Wealth Management’s Applied Materials AMAT Stock Holding History

Schrum Private 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 Q2	$923K	Buy	2,657 +500	+23%	+$231K	0.95%	29
2026 Q1	$737K	Sell	2,157 -400	-16%	-$135K	0.56%	52
2025 Q4	$657K	Sell	2,557 -243	-9%	-$58.3K	0.49%	59
2025 Q3	$573K	Sell	2,800 -250	-8%	-$45.4K	0.42%	60
2025 Q2	$558K	Hold	3,050	–	–	0.45%	60
2025 Q1	$443K	Hold	3,050	–	–	0.39%	65
2024 Q4	$496K	Sell	3,050 -1,050	-26%	-$190K	0.42%	63
2024 Q3	$828K	Buy	4,100 +1,050	+34%	+$215K	0.43%	58
2024 Q2	$720K	Hold	3,050	–	–	0.65%	43
2024 Q1	$629K	Buy	3,050 +1,000	+49%	+$183K	0.57%	52
2023 Q4	$332K	Sell	2,050 -1,000	-33%	-$147K	0.47%	57
2023 Q3	$422K	Hold	3,050	–	–	0.48%	57
2023 Q2	$441K	Hold	3,050	–	–	0.48%	56
2023 Q1	$375K	Hold	3,050	–	–	0.43%	62
2022 Q4	$297K	Hold	3,050	–	–	0.35%	78
2022 Q3	$250K	Hold	3,050	–	–	0.32%	95
2022 Q2	$277K	Hold	3,050	–	–	0.31%	87
2022 Q1	$355K	Hold	3,050	–	–	0.36%	81
2021 Q4	$479K	Buy	+3,050	New	+$442K	0.44%	64

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schrum Private Wealth Management's AMAT Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Applied Materials (AMAT) stake by 23% in Q2 2026, buying an estimated $231K and bringing the position to 2,657 shares worth $923K. The position accounts for 0.95% of the portfolio, ranked #29.

Schrum Private Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Schrum Private Wealth Management held 2,657 shares of Applied Materials worth $923K as of Q2 2026.
Schrum Private Wealth Management bought 500 Applied Materials shares in Q2 2026, an estimated $231K.
Applied Materials made up 0.95% of Schrum Private Wealth Management's portfolio in Q2 2026, its #29 holding.
Schrum Private Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.