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Stone Summit Wealth’s Applied Materials AMAT Stock Holding History

Stone Summit 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 		$868K Hold
1,200
– – 0.22% 73
2026
Q1 		$410K Hold
1,200
– – 0.11% 102
2025
Q4 		$308K Hold
1,200
– – 0.08% 124
2025
Q3 		$246K Buy
+1,200
New +$218K 0.07% 135

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

Stone Summit Wealth's AMAT Position: Q2 2026 in Review

Stone Summit Wealth held its Applied Materials (AMAT) position steady in Q2 2026 at 1,200 shares worth $868K. The position accounts for 0.22% of the portfolio, ranked #73.

Stone Summit Wealth first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Stone Summit Wealth held 1,200 shares of Applied Materials worth $868K as of Q2 2026.
  • Stone Summit Wealth left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.22% of Stone Summit Wealth's portfolio in Q2 2026, its #73 holding.
  • Stone Summit Wealth first reported a position in Applied Materials in Q3 2025 and has held it in 4 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.