Shelton Wealth Management
AMAT icon

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
Q3 		$1.36M Sell
2,668
-20
-0.7% -$10.2K 0.54% 65
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Shelton Wealth Management's AMAT Position: Q3 2026 in Review

Shelton Wealth Management reduced its Applied Materials (AMAT) stake by 0.74% in Q3 2026, selling an estimated $10.2K and leaving 2,668 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #65.

Shelton Wealth Management first reported a position in AMAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.94M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Shelton Wealth Management held 2,668 shares of Applied Materials worth $1.36M as of Q3 2026.
  • Shelton Wealth Management sold 20 Applied Materials shares in Q3 2026, an estimated $10.2K.
  • Applied Materials made up 0.54% of Shelton Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Shelton Wealth Management first reported a position in Applied Materials in Q4 2021 and has held it in 20 quarters since.
  • Shelton Wealth Management's Applied Materials position peaked at $1.94M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.