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Topsail Wealth Management’s Applied Materials AMAT Stock Holding History

Topsail 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
Q2 		$469K Sell
648
-207
-24% -$95.5K 0.06% 103
2026
Q1 		$292K Sell
855
-221
-21% -$74.3K 0.04% 131
2025
Q4 		$277K Sell
1,076
-58
-5% -$13.9K 0.04% 128
2025
Q3 		$232K Sell
1,134
-1,297
-53% -$235K 0.04% 142
2025
Q2 		$445K Sell
2,431
-103
-4% -$16.3K 0.08% 79
2025
Q1 		$368K Buy
2,534
+15
+0.6% +$2.52K 0.07% 91
2024
Q4 		$410K Buy
+2,519
New +$457K 0.09% 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

Topsail Wealth Management's AMAT Position: Q2 2026 in Review

Topsail Wealth Management reduced its Applied Materials (AMAT) stake by 24% in Q2 2026, selling an estimated $95.5K and leaving 648 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #103.

Topsail Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Topsail Wealth Management held 648 shares of Applied Materials worth $469K as of Q2 2026.
  • Topsail Wealth Management sold 207 Applied Materials shares in Q2 2026, an estimated $95.5K.
  • Applied Materials made up 0.06% of Topsail Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Topsail Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
  • 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.