Wealth Enhancement Advisory Services
AMAT icon

Wealth Enhancement Advisory Services’s Applied Materials AMAT Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-10,000
Closed -$117K – 2950
2024
Q3 		$117K Buy
10,000
+3,000
+43% +$615K ﹤0.01% 2531
2024
Q2 		$45.9K Buy
+7,000
New +$1.5M ﹤0.01% 2458

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Applied Materials (AMAT) stake by 137% in Q2 2026, buying an estimated $187M and bringing the position to 700,511 shares worth $313M. The position accounts for 0.52% of the portfolio, ranked #32.

Wealth Enhancement Advisory Services first reported a position in AMAT in Q4 2014 and has held it in 25 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 700,511 shares of Applied Materials worth $313M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 405,497 Applied Materials shares in Q2 2026, an estimated $187M.
  • Applied Materials made up 0.52% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #32 holding.
  • Wealth Enhancement Advisory Services first reported a position in Applied Materials in Q4 2014 and has held it in 25 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.