Triad Wealth Partners
AMAT icon

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
Q3 		$2.92M Buy
5,704
+482
+9% +$245K 0.16% 89
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Triad Wealth Partners's AMAT Position: Q3 2026 in Review

Triad Wealth Partners increased its Applied Materials (AMAT) stake by 9.2% in Q3 2026, buying an estimated $245K and bringing the position to 5,704 shares worth $2.92M. The position accounts for 0.16% of the portfolio, ranked #89.

Triad Wealth Partners first reported a position in AMAT in Q2 2024 and has held it in 6 quarters since. 2,232 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Triad Wealth Partners held 5,704 shares of Applied Materials worth $2.92M as of Q3 2026.
  • Triad Wealth Partners bought 482 Applied Materials shares in Q3 2026, an estimated $245K.
  • Applied Materials made up 0.16% of Triad Wealth Partners's portfolio in Q3 2026, its #89 holding.
  • Triad Wealth Partners first reported a position in Applied Materials in Q2 2024 and has held it in 6 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.