Triad Wealth Partners’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.71M Buy
5,222
+1,510
+41% +$697K 0.16% 95
2026
Q1
$1.27M Buy
3,712
+396
+12% +$133K 0.1% 142
2025
Q4
$852K Buy
3,316
+529
+19% +$127K 0.08% 178
2025
Q3
$571K Buy
+2,787
New +$506K 0.07% 182
2024
Q3
Sell
-339
Closed -$80K 79
2024
Q2
$80K Buy
+339
New +$72.8K 0.04% 170

Other funds holding AMAT

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

Triad Wealth Partners increased its Applied Materials (AMAT) stake by 41% in Q2 2026, buying an estimated $697K and bringing the position to 5,222 shares worth $2.71M. The position accounts for 0.16% of the portfolio, ranked #95.

Triad Wealth Partners first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Triad Wealth Partners held 5,222 shares of Applied Materials worth $2.71M as of Q2 2026.
  • Triad Wealth Partners bought 1,510 Applied Materials shares in Q2 2026, an estimated $697K.
  • Applied Materials made up 0.16% of Triad Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Triad Wealth Partners first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
  • 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.