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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waypoint Wealth Counsel's AMAT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Applied Materials (AMAT) stake by 63% in Q1 2026, selling an estimated $463K and leaving 812 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #156.

Waypoint Wealth Counsel first reported a position in AMAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $563K in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Waypoint Wealth Counsel held 812 shares of Applied Materials worth $278K as of Q1 2026.
  • Waypoint Wealth Counsel sold 1,377 Applied Materials shares in Q1 2026, an estimated $463K.
  • Applied Materials made up 0.14% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #156 holding.
  • Waypoint Wealth Counsel first reported a position in Applied Materials in Q1 2023 and has held it in 13 quarters since.
  • Waypoint Wealth Counsel's Applied Materials position peaked at $563K in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.