Spartan Wealth Advisory Services LLC
AMAT icon

Spartan Wealth Advisory Services LLC’s Applied Materials AMAT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$15M Buy
29,253
+1,448
+5% +$735K 1.2% 19
2026
Q2 		$20.1M Buy
27,805
+569
+2% +$263K 1.65% 11
2026
Q1 		$9.31M Buy
+27,236
New +$9.16M 0.81% 30

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

Spartan Wealth Advisory Services LLC's AMAT Position: Q3 2026 in Review

Spartan Wealth Advisory Services LLC increased its Applied Materials (AMAT) stake by 5.2% in Q3 2026, buying an estimated $735K and bringing the position to 29,253 shares worth $15M. The position accounts for 1.2% of the portfolio, ranked #19.

Spartan Wealth Advisory Services LLC first reported a position in AMAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.1M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Spartan Wealth Advisory Services LLC held 29,253 shares of Applied Materials worth $15M as of Q3 2026.
  • Spartan Wealth Advisory Services LLC bought 1,448 Applied Materials shares in Q3 2026, an estimated $735K.
  • Applied Materials made up 1.2% of Spartan Wealth Advisory Services LLC's portfolio in Q3 2026, its #19 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Applied Materials in Q1 2026 and has held it in 3 quarters since.
  • Spartan Wealth Advisory Services LLC's Applied Materials position peaked at $20.1M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q3 2026, filed 12 Nov 2026.