Summit Wealth Partners’s Applied Materials AMAT Stock Holding History

Summit Wealth Partners’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	$5.22M	Hold	7,223	–	–	0.74%	38
2026 Q1	$2.47M	Buy	+7,223	New	+$2.43M	0.39%	58

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Summit Wealth Partners held its Applied Materials (AMAT) position steady in Q2 2026 at 7,223 shares worth $5.22M. The position accounts for 0.74% of the portfolio, ranked #38.

Summit Wealth Partners first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,511 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Summit Wealth Partners held 7,223 shares of Applied Materials worth $5.22M as of Q2 2026.
Summit Wealth Partners left its Applied Materials share count unchanged in Q2 2026.
Applied Materials made up 0.74% of Summit Wealth Partners's portfolio in Q2 2026, its #38 holding.
Summit Wealth Partners first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
3,511 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.