Wealth Effects’s Applied Materials AMAT Stock Holding History

Wealth Effects’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	$926K	Hold	2,710	–	–	0.33%	64
2025 Q4	$696K	Hold	2,710	–	–	0.22%	84
2025 Q3	$555K	Hold	2,710	–	–	0.18%	103
2025 Q2	$496K	Buy	+2,710	New	+$429K	0.19%	100
2025 Q1	–	Sell	-3,750	Closed	-$610K	–	200
2024 Q4	$610K	Hold	3,750	–	–	0.22%	91
2024 Q3	$758K	Sell	3,750 -40	-1%	-$8.2K	0.27%	79
2024 Q2	$894K	Hold	3,790	–	–	0.32%	64
2024 Q1	$782K	Sell	3,790 -30	-0.8%	-$5.5K	0.29%	73
2023 Q4	$619K	Buy	3,820 +1,420	+59%	+$209K	0.23%	97
2023 Q3	$332K	Sell	2,400 -1,420	-37%	-$204K	0.16%	123
2023 Q2	$552K	Sell	3,820 -200	-5%	-$25K	0.24%	89
2023 Q1	$494K	Hold	4,020	–	–	0.25%	90
2022 Q4	$391K	Buy	4,020 +190	+5%	+$18.2K	0.22%	107
2022 Q3	$314K	Sell	3,830 -425	-10%	-$41K	0.19%	114
2022 Q2	$387K	Hold	4,255	–	–	0.23%	99
2022 Q1	$561K	Buy	4,255 +380	+10%	+$52.3K	0.26%	79
2021 Q4	$610K	Buy	+3,875	New	+$561K	0.25%	83

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Effects's AMAT Position: Q1 2026 in Review

Wealth Effects held its Applied Materials (AMAT) position steady in Q1 2026 at 2,710 shares worth $926K. The position accounts for 0.33% of the portfolio, ranked #64.

Wealth Effects first reported a position in AMAT in Q4 2021 and has held it in 17 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Wealth Effects held 2,710 shares of Applied Materials worth $926K as of Q1 2026.
Wealth Effects left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.33% of Wealth Effects's portfolio in Q1 2026, its #64 holding.
Wealth Effects first reported a position in Applied Materials in Q4 2021 and has held it in 17 quarters since.
2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.