WWA
AMAT icon

WCG Wealth Advisors’s Applied Materials AMAT Stock Holding History

WCG Wealth Advisors’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 		$23.7M Sell
32,744
-10,925
-25% -$5.04M 0.56% 48
2026
Q1 		$14.9M Buy
43,669
+977
+2% +$329K 0.42% 68
2025
Q4 		$11M Buy
42,692
+22,864
+115% +$5.48M 0.31% 81
2025
Q3 		$4.06M Sell
19,828
-1,358
-6% -$246K 0.25% 95
2025
Q2 		$3.88M Buy
21,186
+9,651
+84% +$1.53M 0.25% 103
2025
Q1 		$1.67M Buy
+11,535
New +$1.94M 0.13% 158

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCG Wealth Advisors's AMAT Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Applied Materials (AMAT) stake by 25% in Q2 2026, selling an estimated $5.04M and leaving 32,744 shares worth $23.7M. The position accounts for 0.56% of the portfolio, ranked #48.

WCG Wealth Advisors first reported a position in AMAT in Q1 2025 and has held it in 6 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • WCG Wealth Advisors held 32,744 shares of Applied Materials worth $23.7M as of Q2 2026.
  • WCG Wealth Advisors sold 10,925 Applied Materials shares in Q2 2026, an estimated $5.04M.
  • Applied Materials made up 0.56% of WCG Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • WCG Wealth Advisors first reported a position in Applied Materials in Q1 2025 and has held it in 6 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.