UWPG
AMAT icon

Ullmann Wealth Partners Group’s Applied Materials AMAT Stock Holding History

Ullmann Wealth Partners Group’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
Q2 		$1.04M Buy
1,434
+78
+6% +$36K 0.09% 83
2026
Q1 		$464K Buy
1,356
+182
+16% +$61.2K 0.05% 105
2025
Q4 		$274K Buy
1,174
+2
+0.2% +$479 0.03% 131
2025
Q3 		$240K Sell
1,172
-40
-3% -$7.26K 0.03% 134
2025
Q2 		$222K Buy
+1,212
New +$192K 0.03% 131
2024
Q3 		– Sell
-1,075
Closed -$254K – 133
2024
Q2 		$254K Buy
+1,075
New +$231K 0.04% 99

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ullmann Wealth Partners Group's AMAT Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Applied Materials (AMAT) stake by 5.8% in Q2 2026, buying an estimated $36K and bringing the position to 1,434 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #83.

Ullmann Wealth Partners Group first reported a position in AMAT in Q2 2024 and has held it in 6 quarters since. 3,507 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Ullmann Wealth Partners Group held 1,434 shares of Applied Materials worth $1.04M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 78 Applied Materials shares in Q2 2026, an estimated $36K.
  • Applied Materials made up 0.09% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #83 holding.
  • Ullmann Wealth Partners Group first reported a position in Applied Materials in Q2 2024 and has held it in 6 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.