Waypoint Wealth Counsel’s Applied Materials AMAT Stock Holding History

Waypoint Wealth Counsel’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	$310K	Sell	429 -383	-47%	-$177K	0.19%	95
2026 Q1	$278K	Sell	812 -1,377	-63%	-$463K	0.14%	156
2025 Q4	$563K	Buy	2,189 +18	+0.8%	+$4.32K	0.21%	91
2025 Q3	$445K	Sell	2,171 -505	-19%	-$91.6K	0.18%	110
2025 Q2	$490K	Buy	2,676 +774	+41%	+$123K	0.24%	65
2025 Q1	$276K	Buy	1,902 +35	+2%	+$5.89K	0.17%	82
2024 Q4	$304K	Buy	1,867 +14	+0.8%	+$2.54K	0.2%	69
2024 Q3	$374K	Buy	1,853 +56	+3%	+$11.5K	0.25%	62
2024 Q2	$424K	Buy	1,797 +9	+0.5%	+$1.93K	0.32%	50
2024 Q1	$369K	Sell	1,788 -341	-16%	-$62.6K	0.28%	57
2023 Q4	$345K	Buy	2,129 +32	+2%	+$4.7K	0.29%	59
2023 Q3	$290K	Sell	2,097 -265	-11%	-$38K	0.27%	60
2023 Q2	$341K	Hold	2,362	–	–	0.31%	56
2023 Q1	$290K	Buy	+2,362	New	+$271K	0.23%	69

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waypoint Wealth Counsel's AMAT Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Applied Materials (AMAT) stake by 47% in Q2 2026, selling an estimated $177K and leaving 429 shares worth $310K. The position accounts for 0.19% of the portfolio, ranked #95.

Waypoint Wealth Counsel first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $563K in Q4 2025. 3,500 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Waypoint Wealth Counsel held 429 shares of Applied Materials worth $310K as of Q2 2026.
Waypoint Wealth Counsel sold 383 Applied Materials shares in Q2 2026, an estimated $177K.
Applied Materials made up 0.19% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #95 holding.
Waypoint Wealth Counsel first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
Waypoint Wealth Counsel's Applied Materials position peaked at $563K in Q4 2025.
3,500 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.