Waypoint Wealth Counsel
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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
Q3 		$236K Buy
462
+33
+8% +$16.8K 0.14% 130
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Waypoint Wealth Counsel's AMAT Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Applied Materials (AMAT) stake by 7.7% in Q3 2026, buying an estimated $16.8K and bringing the position to 462 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #130.

Waypoint Wealth Counsel first reported a position in AMAT in Q1 2023 and has held it in 15 quarters since. The position peaked at $563K in Q4 2025. 994 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Waypoint Wealth Counsel held 462 shares of Applied Materials worth $236K as of Q3 2026.
  • Waypoint Wealth Counsel bought 33 Applied Materials shares in Q3 2026, an estimated $16.8K.
  • Applied Materials made up 0.14% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #130 holding.
  • Waypoint Wealth Counsel first reported a position in Applied Materials in Q1 2023 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's Applied Materials position peaked at $563K in Q4 2025.
  • 994 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.