Wallace Advisory Group’s Applied Materials AMAT Stock Holding History

Wallace Advisory 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 Q1	$262K	Sell	766 -180	-19%	-$60.5K	0.28%	98
2025 Q4	$243K	Sell	946 -1,773	-65%	-$425K	0.26%	111
2025 Q3	$498K	Sell	2,719 -135	-5%	-$24.5K	0.4%	74
2025 Q2	$414K	Buy	2,854 +600	+27%	+$95.1K	0.3%	100
2025 Q1	$367K	Buy	2,254 +457	+25%	+$76.8K	0.25%	115
2024 Q4	$363K	Buy	1,797 +655	+57%	+$119K	0.25%	109
2024 Q3	$270K	Sell	1,142 -37	-3%	-$7.59K	0.2%	139
2024 Q2	$278K	Sell	1,179 -499	-30%	-$107K	0.2%	138
2024 Q1	$272K	Sell	1,678 -352	-17%	-$64.6K	0.2%	128
2023 Q4	$281K	Sell	2,030 -821	-29%	-$121K	0.22%	113
2023 Q3	$412K	Sell	2,851 -984	-26%	-$141K	0.3%	91
2023 Q2	$471K	Hold	3,835	–	–	0.36%	80
2023 Q1	$471K	Sell	3,835 -95	-2%	-$10.9K	0.36%	80
2022 Q4	$383K	Buy	+3,930	New	+$377K	0.3%	95

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

Wallace Advisory Group's AMAT Position: Q1 2026 in Review

Wallace Advisory Group reduced its Applied Materials (AMAT) stake by 19% in Q1 2026, selling an estimated $60.5K and leaving 766 shares worth $262K. The position accounts for 0.28% of the portfolio, ranked #98.

Wallace Advisory Group first reported a position in AMAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $498K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Wallace Advisory Group held 766 shares of Applied Materials worth $262K as of Q1 2026.
Wallace Advisory Group sold 180 Applied Materials shares in Q1 2026, an estimated $60.5K.
Applied Materials made up 0.28% of Wallace Advisory Group's portfolio in Q1 2026, its #98 holding.
Wallace Advisory Group first reported a position in Applied Materials in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Applied Materials position peaked at $498K in Q3 2025.
2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.