Wealth Enhancement Trust Services
AMAT icon

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

Wealth Enhancement Trust 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
2026
Q3 		$2.97M Sell
5,812
-2,682
-32% -$1.36M 0.32% 75
2026
Q2 		$6.14M Sell
8,494
-368
-4% -$170K 0.68% 35
2026
Q1 		$3.03M Buy
8,862
+3,123
+54% +$1.05M 0.37% 62
2025
Q4 		$1.47M Buy
+5,739
New +$1.38M 0.19% 103

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Wealth Enhancement Trust Services's AMAT Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Applied Materials (AMAT) stake by 32% in Q3 2026, selling an estimated $1.36M and leaving 5,812 shares worth $2.97M. The position accounts for 0.32% of the portfolio, ranked #75.

Wealth Enhancement Trust Services first reported a position in AMAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.14M in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Wealth Enhancement Trust Services held 5,812 shares of Applied Materials worth $2.97M as of Q3 2026.
  • Wealth Enhancement Trust Services sold 2,682 Applied Materials shares in Q3 2026, an estimated $1.36M.
  • Applied Materials made up 0.32% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #75 holding.
  • Wealth Enhancement Trust Services first reported a position in Applied Materials in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Applied Materials position peaked at $6.14M in Q2 2026.
  • 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.