Spire Wealth Management
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Spire Wealth Management’s Applied Materials AMAT Stock Holding History

Spire 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 		$19M Sell
37,067
-2,326
-6% -$1.18M 0.58% 38
2026
Q2 		$28.5M Buy
39,393
+914
+2% +$422K 0.86% 18
2026
Q1 		$13.2M Buy
38,479
+25,674
+200% +$8.64M 0.45% 47
2025
Q4 		$3.29M Sell
12,805
-5,855
-31% -$1.4M 0.11% 168
2025
Q3 		$3.82M Sell
18,660
-15,285
-45% -$2.77M 0.13% 136
2025
Q2 		$6.2M Sell
33,945
-5,549
-14% -$879K 0.22% 92
2025
Q1 		$5.73M Buy
39,494
+14,740
+60% +$2.48M 0.18% 109
2024
Q4 		$4.03M Sell
24,754
-22,529
-48% -$4.08M 0.13% 146
2024
Q3 		$9.6M Buy
47,283
+30,100
+175% +$6.17M 0.32% 66
2024
Q2 		$4.05M Buy
17,183
+1,199
+8% +$257K 0.14% 148
2024
Q1 		$3.3M Sell
15,984
-999
-6% -$183K 0.06% 192
2023
Q4 		$2.85M Buy
16,983
+3,135
+23% +$461K 0.09% 194
2023
Q3 		$1.92M Buy
13,848
+690
+5% +$98.9K 0.07% 225
2023
Q2 		$1.9M Buy
13,158
+8
+0.1% +$1K 0.07% 243
2023
Q1 		$1.62M Buy
13,150
+4,082
+45% +$469K 0.06% 255
2022
Q4 		$883K Sell
9,068
-1,541
-15% -$148K 0.05% 257
2022
Q3 		$869K Sell
10,609
-7,501
-41% -$723K 0.05% 233
2022
Q2 		$1.65M Sell
18,110
-3,570
-16% -$392K 0.07% 231
2022
Q1 		$2.86M Sell
21,680
-1,938
-8% -$267K 0.08% 223
2021
Q4 		$3.92M Sell
23,618
-559
-2% -$81K 0.09% 201
2021
Q3 		$3.11M Sell
24,177
-1,147
-5% -$156K 0.08% 218
2021
Q2 		$3.63M Buy
25,324
+8,022
+46% +$1.08M 0.1% 196
2021
Q1 		$2.3M Buy
+17,302
New +$1.91M 0.06% 253

Other funds holding AMAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Spire Wealth Management reduced its Applied Materials (AMAT) stake by 5.9% in Q3 2026, selling an estimated $1.18M and leaving 37,067 shares worth $19M. The position accounts for 0.58% of the portfolio, ranked #38.

Spire Wealth Management first reported a position in AMAT in Q1 2021 and has held it in 23 quarters since. The position peaked at $28.5M in Q2 2026. 2,254 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Spire Wealth Management held 37,067 shares of Applied Materials worth $19M as of Q3 2026.
  • Spire Wealth Management sold 2,326 Applied Materials shares in Q3 2026, an estimated $1.18M.
  • Applied Materials made up 0.58% of Spire Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Spire Wealth Management first reported a position in Applied Materials in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Applied Materials position peaked at $28.5M in Q2 2026.
  • 2,254 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.