Walter & Keenan Wealth Management’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$771K Buy
1,067
+39
+4% +$18K 0.19% 87
2026
Q1
$351K Buy
1,028
+51
+5% +$17.2K 0.1% 124
2025
Q4
$251K Buy
+977
New +$234K 0.07% 147

Other funds holding AMAT

Walter & Keenan Wealth Management's AMAT Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Applied Materials (AMAT) stake by 3.8% in Q2 2026, buying an estimated $18K and bringing the position to 1,067 shares worth $771K. The position accounts for 0.19% of the portfolio, ranked #87.

Walter & Keenan Wealth Management first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Walter & Keenan Wealth Management held 1,067 shares of Applied Materials worth $771K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 39 Applied Materials shares in Q2 2026, an estimated $18K.
  • Applied Materials made up 0.19% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Walter & Keenan Wealth Management first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.