SWTS
AMAT icon

Stonehaven Wealth & Tax Solutions’s Applied Materials AMAT Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$519K Sell
718
-69
-9% -$31.8K 0.42% 43
2026
Q1 		$269K Buy
+787
New +$265K 0.24% 65

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

Stonehaven Wealth & Tax Solutions's AMAT Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Applied Materials (AMAT) stake by 8.8% in Q2 2026, selling an estimated $31.8K and leaving 718 shares worth $519K. The position accounts for 0.42% of the portfolio, ranked #43.

Stonehaven Wealth & Tax Solutions first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 718 shares of Applied Materials worth $519K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions sold 69 Applied Materials shares in Q2 2026, an estimated $31.8K.
  • Applied Materials made up 0.42% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #43 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.