Wade Financial Advisory’s Applied Materials AMAT Stock Holding History

Wade Financial Advisory’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
2025 Q1	$776K	Hold	5,350	–	–	0.27%	43
2024 Q4	$870K	Hold	5,350	–	–	0.29%	43
2024 Q3	$1.08M	Hold	5,350	–	–	0.36%	37
2024 Q2	$1.26M	Hold	5,350	–	–	0.45%	33
2024 Q1	$1.1M	Sell	5,350 -490	-8%	-$89.9K	0.4%	37
2023 Q4	$946K	Hold	5,840	–	–	0.36%	39
2023 Q3	$809K	Hold	5,840	–	–	0.35%	38
2023 Q2	$844K	Sell	5,840 -272	-4%	-$34K	0.33%	39
2023 Q1	$751K	Hold	6,112	–	–	0.32%	40
2022 Q4	$595K	Hold	6,112	–	–	0.27%	44
2022 Q3	$501K	Hold	6,112	–	–	0.25%	49
2022 Q2	$556K	Sell	6,112 -15	-0.2%	-$1.65K	0.26%	48
2022 Q1	$808K	Sell	6,127 -264	-4%	-$36.3K	0.35%	41
2021 Q4	$1.01M	Buy	6,391 +54	+0.9%	+$7.82K	0.52%	34
2021 Q3	$816K	Buy	6,337 +210	+3%	+$28.5K	0.46%	38
2021 Q2	$872K	Buy	6,127 +15	+0.2%	+$2.01K	0.48%	36
2021 Q1	$817K	Hold	6,112	–	–	0.52%	37
2020 Q4	$527K	Hold	6,112	–	–	0.35%	42
2020 Q3	$363K	Hold	6,112	–	–	0.29%	50
2020 Q2	$369K	Hold	6,112	–	–	0.32%	49
2020 Q1	$280K	Hold	6,112	–	–	0.28%	51
2019 Q4	$373K	Buy	+6,112	New	+$343K	0.33%	45

Other funds holding AMAT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wade Financial Advisory's AMAT Position: Q1 2025 in Review

Wade Financial Advisory held its Applied Materials (AMAT) position steady in Q1 2025 at 5,350 shares worth $776K. The position accounts for 0.27% of the portfolio, ranked #43.

Wade Financial Advisory first reported a position in AMAT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.26M in Q2 2024. 2,157 funds tracked by Wall St. Rank hold AMAT as of Q1 2025.

Wade Financial Advisory held 5,350 shares of Applied Materials worth $776K as of Q1 2025.
Wade Financial Advisory left its Applied Materials share count unchanged in Q1 2025.
Applied Materials made up 0.27% of Wade Financial Advisory's portfolio in Q1 2025, its #43 holding.
Wade Financial Advisory first reported a position in Applied Materials in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's Applied Materials position peaked at $1.26M in Q2 2024.
2,157 funds tracked by Wall St. Rank held Applied Materials as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.