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TruWealth Advisors’s Applied Materials AMAT Stock Holding History

TruWealth Advisors’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 		$287K Sell
840
-35
-4% -$11.8K 0.01% 148
2025
Q4 		$225K Buy
+875
New +$210K 0.01% 171
2025
Q3 		– Sell
-1,110
Closed -$203K – 184
2025
Q2 		$203K Buy
+1,110
New +$176K 0.01% 175
2024
Q3 		– Sell
-1,004
Closed -$237K – 165
2024
Q2 		$237K Buy
+1,004
New +$216K 0.02% 149

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

TruWealth Advisors's AMAT Position: Q1 2026 in Review

TruWealth Advisors reduced its Applied Materials (AMAT) stake by 4% in Q1 2026, selling an estimated $11.8K and leaving 840 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #148.

TruWealth Advisors first reported a position in AMAT in Q2 2024 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • TruWealth Advisors held 840 shares of Applied Materials worth $287K as of Q1 2026.
  • TruWealth Advisors sold 35 Applied Materials shares in Q1 2026, an estimated $11.8K.
  • Applied Materials made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #148 holding.
  • TruWealth Advisors first reported a position in Applied Materials in Q2 2024 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.