Twin Peaks Wealth Advisors’s Applied Materials AMAT Stock Holding History

Twin Peaks Wealth 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	$515K	Sell	1,508 -52	-3%	-$17.5K	0.13%	109
2025 Q4	$516K	Buy	1,560 +128	+9%	+$30.7K	0.15%	104
2025 Q3	$293K	Hold	1,432	–	–	0.1%	133
2025 Q2	$270K	Sell	1,432 -53	-4%	-$8.4K	0.09%	133
2025 Q1	$216K	Buy	1,485 +170	+13%	+$28.6K	0.1%	133
2024 Q4	$214K	Buy	1,315 +305	+30%	+$55.3K	0.09%	132
2024 Q3	$204K	Sell	1,010 -17	-2%	-$3.49K	0.09%	129
2024 Q2	$242K	Sell	1,027 -91	-8%	-$19.5K	0.12%	112
2024 Q1	$231K	Buy	+1,118	New	+$205K	0.13%	116

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's AMAT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Applied Materials (AMAT) stake by 3.3% in Q1 2026, selling an estimated $17.5K and leaving 1,508 shares worth $515K. The position accounts for 0.13% of the portfolio, ranked #109.

Twin Peaks Wealth Advisors first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $516K in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Twin Peaks Wealth Advisors held 1,508 shares of Applied Materials worth $515K as of Q1 2026.
Twin Peaks Wealth Advisors sold 52 Applied Materials shares in Q1 2026, an estimated $17.5K.
Applied Materials made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Twin Peaks Wealth Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's Applied Materials position peaked at $516K in Q4 2025.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.