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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Stone Summit Wealth's AMAT Position: Q1 2026 in Review

Stone Summit Wealth held its Applied Materials (AMAT) position steady in Q1 2026 at 1,200 shares worth $410K. The position accounts for 0.11% of the portfolio, ranked #102.

Stone Summit Wealth first reported a position in AMAT in Q3 2025 and has held it in 3 quarters since. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Stone Summit Wealth held 1,200 shares of Applied Materials worth $410K as of Q1 2026.
Stone Summit Wealth left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.11% of Stone Summit Wealth's portfolio in Q1 2026, its #102 holding.
Stone Summit Wealth first reported a position in Applied Materials in Q3 2025 and has held it in 3 quarters since.
2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.