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 Q2	$714K	Sell	988 -479	-33%	-$221K	0.2%	91
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Management Associates's AMAT Position: Q2 2026 in Review

Wealth Management Associates reduced its Applied Materials (AMAT) stake by 33% in Q2 2026, selling an estimated $221K and leaving 988 shares worth $714K. The position accounts for 0.2% of the portfolio, ranked #91.

Wealth Management Associates first reported a position in AMAT in Q3 2019 and has held it in 16 quarters since. 3,499 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Wealth Management Associates held 988 shares of Applied Materials worth $714K as of Q2 2026.
Wealth Management Associates sold 479 Applied Materials shares in Q2 2026, an estimated $221K.
Applied Materials made up 0.2% of Wealth Management Associates's portfolio in Q2 2026, its #91 holding.
Wealth Management Associates first reported a position in Applied Materials in Q3 2019 and has held it in 16 quarters since.
3,499 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.