Shelton Wealth Management’s Applied Materials AMAT Stock Holding History

Shelton 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	$1.94M	Sell	2,688 -698	-21%	-$322K	0.76%	37
2026 Q1	$1.16M	Sell	3,386 -331	-9%	-$111K	0.51%	66
2025 Q4	$955K	Buy	3,717 +259	+7%	+$62.1K	0.41%	77
2025 Q3	$708K	Buy	3,458 +60	+2%	+$10.9K	0.32%	84
2025 Q2	$622K	Buy	3,398 +51	+2%	+$8.08K	0.3%	89
2025 Q1	$486K	Buy	3,347 +2	+0.1%	+$336	0.26%	98
2024 Q4	$544K	Buy	3,345 +13	+0.4%	+$2.36K	0.28%	94
2024 Q3	$673K	Buy	3,332 +17	+0.5%	+$3.49K	0.37%	88
2024 Q2	$782K	Sell	3,315 -436	-12%	-$93.6K	0.44%	75
2024 Q1	$774K	Sell	3,751 -118	-3%	-$21.6K	0.49%	46
2023 Q4	$627K	Sell	3,869 -180	-4%	-$26.4K	0.45%	48
2023 Q3	$561K	Sell	4,049 -149	-4%	-$21.4K	0.45%	32
2023 Q2	$607K	Sell	4,198 -679	-14%	-$85K	0.47%	31
2023 Q1	$599K	Sell	4,877 -1,023	-17%	-$117K	0.49%	31
2022 Q4	$575K	Buy	5,900 +636	+12%	+$61K	0.45%	35
2022 Q3	$431K	Buy	5,264 +4	+0.1%	+$386	0.38%	34
2022 Q2	$479K	Buy	5,260 +838	+19%	+$91.9K	0.41%	35
2022 Q1	$583K	Buy	4,422 +158	+4%	+$21.8K	0.46%	34
2021 Q4	$671K	Buy	+4,264	New	+$618K	0.53%	26

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Shelton Wealth Management's AMAT Position: Q2 2026 in Review

Shelton Wealth Management reduced its Applied Materials (AMAT) stake by 21% in Q2 2026, selling an estimated $322K and leaving 2,688 shares worth $1.94M. The position accounts for 0.76% of the portfolio, ranked #37.

Shelton Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 19 quarters since. 622 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Shelton Wealth Management held 2,688 shares of Applied Materials worth $1.94M as of Q2 2026.
Shelton Wealth Management sold 698 Applied Materials shares in Q2 2026, an estimated $322K.
Applied Materials made up 0.76% of Shelton Wealth Management's portfolio in Q2 2026, its #37 holding.
Shelton Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 19 quarters since.
622 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.