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TritonPoint Wealth’s Applied Materials AMAT Stock Holding History

TritonPoint Wealth’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 		$570K Buy
1,668
+81
+5% +$27.2K 0.06% 163
2025
Q4 		$408K Sell
1,587
-106
-6% -$25.4K 0.04% 194
2025
Q3 		$347K Sell
1,693
-331
-16% -$60.1K 0.03% 272
2025
Q2 		$371K Sell
2,024
-428
-17% -$67.8K 0.03% 254
2025
Q1 		$356K Sell
2,452
-300
-11% -$50.4K 0.03% 254
2024
Q4 		$448K Sell
2,752
-182
-6% -$33K 0.04% 221
2024
Q3 		$601K Buy
2,934
+185
+7% +$37.9K 0.05% 192
2024
Q2 		$649K Buy
2,749
+547
+25% +$117K 0.06% 176
2024
Q1 		$363K Sell
2,202
-72
-3% -$13.2K 0.04% 239
2023
Q4 		$369K Buy
+2,274
New +$334K 0.04% 246

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

TritonPoint Wealth's AMAT Position: Q1 2026 in Review

TritonPoint Wealth increased its Applied Materials (AMAT) stake by 5.1% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,668 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #163.

TritonPoint Wealth first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $649K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • TritonPoint Wealth held 1,668 shares of Applied Materials worth $570K as of Q1 2026.
  • TritonPoint Wealth bought 81 Applied Materials shares in Q1 2026, an estimated $27.2K.
  • Applied Materials made up 0.06% of TritonPoint Wealth's portfolio in Q1 2026, its #163 holding.
  • TritonPoint Wealth first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Applied Materials position peaked at $649K in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.