SOA Wealth Advisors’s Applied Materials AMAT Stock Holding History

SOA Wealth Advisors’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
2025 Q2	–	Sell	-54	Closed	-$7.84K	–	880
2025 Q1	$7.84K	Hold	54	–	–	﹤0.01%	591
2024 Q4	$8.78K	Hold	54	–	–	﹤0.01%	556
2024 Q3	$10.9K	Hold	54	–	–	﹤0.01%	528
2024 Q2	$12.7K	Sell	54 -4	-7%	-$859	﹤0.01%	504
2024 Q1	$12K	Hold	58	–	–	﹤0.01%	513
2023 Q4	$9.4K	Hold	58	–	–	﹤0.01%	535
2023 Q3	$8.03K	Hold	58	–	–	﹤0.01%	556
2023 Q2	$8.38K	Hold	58	–	–	﹤0.01%	557
2023 Q1	$7.12K	Hold	58	–	–	﹤0.01%	572
2022 Q4	$5.65K	Hold	58	–	–	﹤0.01%	607
2022 Q3	$4K	Hold	58	–	–	﹤0.01%	618
2022 Q2	$5K	Sell	58 -87	-60%	-$9.54K	﹤0.01%	580
2022 Q1	$19K	Sell	145 -20	-12%	-$2.75K	﹤0.01%	472
2021 Q4	$26K	Hold	165	–	–	0.01%	397
2021 Q3	$21K	Sell	165 -350	-68%	-$47.5K	0.01%	446
2021 Q2	$73K	Buy	515 +423	+460%	+$56.8K	0.02%	263
2021 Q1	$12K	Buy	92 +2	+2%	+$221	﹤0.01%	478
2020 Q4	$9K	Buy	+90	New	+$6.65K	﹤0.01%	522

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SOA Wealth Advisors's AMAT Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Applied Materials (AMAT) in Q2 2025, closing a stake of 54 shares — an estimated $7.84K sold.

SOA Wealth Advisors first reported a position in AMAT in Q4 2020 and held it in 18 quarters. The position peaked at $73K in Q2 2021. 2,315 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

SOA Wealth Advisors reported no remaining Applied Materials position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 54 Applied Materials shares in Q2 2025, an estimated $7.84K.
SOA Wealth Advisors first reported a position in Applied Materials in Q4 2020 and held it in 18 quarters.
SOA Wealth Advisors's Applied Materials position peaked at $73K in Q2 2021.
2,315 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.