WMA
AMAT icon

Wealth Management Associates’s Applied Materials AMAT Stock Holding History

Wealth Management Associates’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 		$501K Sell
1,467
-174
-11% -$58.5K 0.17% 116
2025
Q4 		$422K Hold
1,641
– – 0.15% 131
2025
Q3 		$336K Buy
1,641
+23
+1% +$4.17K 0.12% 156
2025
Q2 		$296K Buy
1,618
+84
+5% +$13.3K 0.12% 162
2025
Q1 		$223K Hold
1,534
– – 0.1% 192
2024
Q4 		$249K Sell
1,534
-518
-25% -$93.9K 0.11% 176
2024
Q3 		$415K Buy
2,052
+272
+15% +$55.8K 0.18% 121
2024
Q2 		$420K Hold
1,780
– – 0.2% 97
2024
Q1 		$420K Buy
+1,780
New +$327K 0.2% 97
2021
Q1 		– Sell
-4,220
Closed -$364K – 187
2020
Q4 		$364K Sell
4,220
-747
-15% -$55.2K 0.24% 106
2020
Q3 		$295K Hold
4,967
– – 0.23% 109
2020
Q2 		$300K Buy
4,967
+412
+9% +$22.2K 0.25% 95
2020
Q1 		$209K Sell
4,555
-511
-10% -$29.4K 0.21% 107
2019
Q4 		$309K Sell
5,066
-502
-9% -$28.2K 0.22% 102
2019
Q3 		$278K Buy
+5,568
New +$269K 0.22% 108

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

Wealth Management Associates's AMAT Position: Q1 2026 in Review

Wealth Management Associates reduced its Applied Materials (AMAT) stake by 11% in Q1 2026, selling an estimated $58.5K and leaving 1,467 shares worth $501K. The position accounts for 0.17% of the portfolio, ranked #116.

Wealth Management Associates first reported a position in AMAT in Q3 2019 and has held it in 15 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Wealth Management Associates held 1,467 shares of Applied Materials worth $501K as of Q1 2026.
  • Wealth Management Associates sold 174 Applied Materials shares in Q1 2026, an estimated $58.5K.
  • Applied Materials made up 0.17% of Wealth Management Associates's portfolio in Q1 2026, its #116 holding.
  • Wealth Management Associates first reported a position in Applied Materials in Q3 2019 and has held it in 15 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.