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Wealth Dimensions Group’s Applied Materials AMAT Stock Holding History

Wealth Dimensions Group’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 		$260K Buy
+359
New +$166K 0.05% 157
2025
Q4 		– Sell
-1,375
Closed -$282K – 171
2025
Q3 		$282K Hold
1,375
– – 0.06% 141
2025
Q2 		$252K Buy
+1,375
New +$218K 0.06% 144

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 $3.37T AUM 44.26% 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

Wealth Dimensions Group's AMAT Position: Q2 2026 in Review

Wealth Dimensions Group opened a new position in Applied Materials (AMAT) in Q2 2026: 359 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in AMAT as recently as Q3 2025.

Wealth Dimensions Group first reported a position in AMAT in Q2 2025 and has held it in 3 quarters since. The position peaked at $282K in Q3 2025. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Wealth Dimensions Group held 359 shares of Applied Materials worth $260K as of Q2 2026.
  • Applied Materials was a new Wealth Dimensions Group position in Q2 2026.
  • Applied Materials made up 0.05% of Wealth Dimensions Group's portfolio in Q2 2026, its #157 holding.
  • Wealth Dimensions Group first reported a position in Applied Materials in Q2 2025 and has held it in 3 quarters since.
  • Wealth Dimensions Group's Applied Materials position peaked at $282K in Q3 2025.
  • 3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.