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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
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 $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

WCG Wealth Advisors's AMAT Position: Q1 2026 in Review

WCG Wealth Advisors increased its Applied Materials (AMAT) stake by 2.3% in Q1 2026, buying an estimated $329K and bringing the position to 43,669 shares worth $14.9M. The position accounts for 0.42% of the portfolio, ranked #68.

WCG Wealth Advisors first reported a position in AMAT in Q1 2025 and has held it in 5 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • WCG Wealth Advisors held 43,669 shares of Applied Materials worth $14.9M as of Q1 2026.
  • WCG Wealth Advisors bought 977 Applied Materials shares in Q1 2026, an estimated $329K.
  • Applied Materials made up 0.42% of WCG Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • WCG Wealth Advisors first reported a position in Applied Materials in Q1 2025 and has held it in 5 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.