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Simplicity Wealth’s Applied Materials AMAT Stock Holding History

Simplicity Wealth’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 		$5.15M Buy
7,123
+2,063
+41% +$952K 0.17% 129
2026
Q1 		$1.73M Sell
5,060
-174
-3% -$58.5K 0.1% 204
2025
Q4 		$1.35M Buy
5,234
+592
+13% +$142K 0.08% 235
2025
Q3 		$950K Sell
4,642
-3,066
-40% -$556K 0.06% 303
2025
Q2 		$1.41M Buy
7,708
+5,286
+218% +$838K 0.06% 264
2025
Q1 		$351K Buy
+2,422
New +$407K 0.03% 400
2024
Q4 		– Sell
-1,773
Closed -$358K – 327
2024
Q3 		$358K Sell
1,773
-30,992
-95% -$6.36M 0.03% 358
2024
Q2 		$7.73M Buy
32,765
+4,599
+16% +$987K 0.17% 115
2024
Q1 		$5.81M Buy
+28,166
New +$5.17M 0.14% 149

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

Simplicity Wealth's AMAT Position: Q2 2026 in Review

Simplicity Wealth increased its Applied Materials (AMAT) stake by 41% in Q2 2026, buying an estimated $952K and bringing the position to 7,123 shares worth $5.15M. The position accounts for 0.17% of the portfolio, ranked #129.

Simplicity Wealth first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.73M in Q2 2024. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Simplicity Wealth held 7,123 shares of Applied Materials worth $5.15M as of Q2 2026.
  • Simplicity Wealth bought 2,063 Applied Materials shares in Q2 2026, an estimated $952K.
  • Applied Materials made up 0.17% of Simplicity Wealth's portfolio in Q2 2026, its #129 holding.
  • Simplicity Wealth first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Applied Materials position peaked at $7.73M in Q2 2024.
  • 3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.