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Triad Wealth Partners’s Applied Materials AMAT Stock Holding History

Triad 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's AMAT Position: Q1 2026 in Review

Triad Wealth Partners increased its Applied Materials (AMAT) stake by 12% in Q1 2026, buying an estimated $133K and bringing the position to 3,712 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #142.

Triad Wealth Partners first reported a position in AMAT in Q2 2024 and has held it in 4 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Triad Wealth Partners held 3,712 shares of Applied Materials worth $1.27M as of Q1 2026.
  • Triad Wealth Partners bought 396 Applied Materials shares in Q1 2026, an estimated $133K.
  • Applied Materials made up 0.1% of Triad Wealth Partners's portfolio in Q1 2026, its #142 holding.
  • Triad Wealth Partners first reported a position in Applied Materials in Q2 2024 and has held it in 4 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.