Valued Wealth Advisors
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Valued Wealth Advisors’s Applied Materials AMAT Stock Holding History

Valued 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
Q3 		$69.6K Sell
136
-54
-28% -$27.4K 0.02% 91
2026
Q2 		$137K Buy
190
+28
+17% +$12.9K 0.05% 62
2026
Q1 		$55.4K Buy
162
+14
+9% +$4.71K 0.02% 96
2025
Q4 		$38.1K Buy
148
+17
+13% +$4.08K 0.02% 108
2025
Q3 		$26.8K Buy
131
+4
+3% +$726 0.01% 127
2025
Q2 		$23.2K Sell
127
-156
-55% -$24.7K 0.01% 135
2025
Q1 		$41.1K Sell
283
-85
-23% -$14.3K 0.02% 99
2024
Q4 		$59.9K Buy
368
+49
+15% +$8.88K 0.04% 74
2024
Q3 		$64.5K Sell
319
-98
-24% -$20.1K 0.04% 60
2024
Q2 		$98.5K Buy
417
+81
+24% +$17.4K 0.07% 45
2024
Q1 		$69.3K Buy
336
+261
+348% +$47.9K 0.05% 54
2023
Q4 		$10.4K Buy
+75
New +$11K 0.01% 114

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Valued Wealth Advisors's AMAT Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Applied Materials (AMAT) stake by 28% in Q3 2026, selling an estimated $27.4K and leaving 136 shares worth $69.6K. The position accounts for 0.02% of the portfolio, ranked #91.

Valued Wealth Advisors first reported a position in AMAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $137K in Q2 2026. 1,960 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Valued Wealth Advisors held 136 shares of Applied Materials worth $69.6K as of Q3 2026.
  • Valued Wealth Advisors sold 54 Applied Materials shares in Q3 2026, an estimated $27.4K.
  • Applied Materials made up 0.02% of Valued Wealth Advisors's portfolio in Q3 2026, its #91 holding.
  • Valued Wealth Advisors first reported a position in Applied Materials in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Applied Materials position peaked at $137K in Q2 2026.
  • 1,960 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.