SVWAG
AMAT icon

Sound View Wealth Advisors Group’s Applied Materials AMAT Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$1.7M Buy
4,981
+74
+2% +$24.9K 0.12% 139
2025
Q4 		$1.26M Buy
4,907
+15
+0.3% +$3.6K 0.08% 170
2025
Q3 		$1M Sell
4,892
-9
-0.2% -$1.63K 0.07% 191
2025
Q2 		$897K Sell
4,901
-91
-2% -$14.4K 0.07% 197
2025
Q1 		$724K Buy
4,992
+542
+12% +$91.1K 0.06% 214
2024
Q4 		$724K Buy
4,450
+23
+0.5% +$4.17K 0.06% 219
2024
Q3 		$895K Buy
4,427
+330
+8% +$67.7K 0.07% 192
2024
Q2 		$967K Sell
4,097
-16
-0.4% -$3.44K 0.1% 163
2024
Q1 		$848K Sell
4,113
-104
-2% -$19.1K 0.09% 179
2023
Q4 		$683K Sell
4,217
-213
-5% -$31.3K 0.08% 201
2023
Q3 		$613K Buy
4,430
+30
+0.7% +$4.3K 0.08% 194
2023
Q2 		$636K Buy
4,400
+48
+1% +$6.01K 0.08% 193
2023
Q1 		$535K Buy
4,352
+135
+3% +$15.5K 0.07% 208
2022
Q4 		$683K Buy
4,217
+1,516
+56% +$145K 0.08% 201
2022
Q3 		$221K Sell
2,701
-642
-19% -$61.9K 0.05% 247
2022
Q2 		$304K Sell
3,343
-265
-7% -$29.1K 0.06% 220
2022
Q1 		$476K Buy
3,608
+262
+8% +$36.1K 0.09% 179
2021
Q4 		$527K Buy
3,346
+41
+1% +$5.94K 0.1% 178
2021
Q3 		$425K Sell
3,305
-67
-2% -$9.1K 0.09% 186
2021
Q2 		$480K Sell
3,372
-147
-4% -$19.7K 0.1% 180
2021
Q1 		$470K Buy
3,519
+66
+2% +$7.28K 0.11% 165
2020
Q4 		$298K Buy
+3,453
New +$255K 0.07% 202

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors Group's AMAT Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Applied Materials (AMAT) stake by 1.5% in Q1 2026, buying an estimated $24.9K and bringing the position to 4,981 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #139.

Sound View Wealth Advisors Group first reported a position in AMAT in Q4 2020 and has held it in 22 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,981 shares of Applied Materials worth $1.7M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 74 Applied Materials shares in Q1 2026, an estimated $24.9K.
  • Applied Materials made up 0.12% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #139 holding.
  • Sound View Wealth Advisors Group first reported a position in Applied Materials in Q4 2020 and has held it in 22 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.