WANY
AMAT icon

Wealthspire Advisors (New York)’s Applied Materials AMAT Stock Holding History

Wealthspire Advisors (New York)’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 		$3.6M Sell
10,545
-2,490
-19% -$838K 0.03% 200
2025
Q4 		$3.35M Buy
13,035
+5,396
+71% +$1.29M 0.03% 212
2025
Q3 		$1.56M Sell
7,639
-1,115
-13% -$202K 0.01% 316
2025
Q2 		$1.6M Buy
8,754
+342
+4% +$54.2K 0.01% 312
2025
Q1 		$1.22M Sell
8,412
-1,390
-14% -$234K 0.01% 346
2024
Q4 		$1.59M Sell
9,802
-495
-5% -$89.7K 0.02% 282
2024
Q3 		$2.08M Buy
10,297
+1,507
+17% +$309K 0.02% 248
2024
Q2 		$2.07M Buy
8,790
+120
+1% +$25.8K 0.03% 202
2024
Q1 		$1.79M Sell
8,670
-753
-8% -$138K 0.02% 217
2023
Q4 		$1.53M Buy
9,423
+628
+7% +$92.3K 0.02% 241
2023
Q3 		$1.22M Buy
8,795
+3,228
+58% +$463K 0.02% 251
2023
Q2 		$805K Sell
5,567
-28
-0.5% -$3.5K 0.01% 290
2023
Q1 		$687K Sell
5,595
-3,210
-36% -$369K 0.01% 309
2022
Q4 		$857K Buy
8,805
+3,114
+55% +$299K 0.02% 290
2022
Q3 		$466K Sell
5,691
-1,498
-21% -$144K 0.01% 344
2022
Q2 		$654K Buy
7,189
+5,075
+240% +$557K 0.01% 280
2022
Q1 		$279K Sell
2,114
-4,050
-66% -$558K 0.01% 363
2021
Q4 		$970K Sell
6,164
-2,549
-29% -$369K 0.02% 232
2021
Q3 		$1.12M Buy
8,713
+6,591
+311% +$895K 0.02% 230
2021
Q2 		$302K Sell
2,122
-10,141
-83% -$1.36M 0.01% 289
2021
Q1 		$1.64M Buy
12,263
+3,288
+37% +$363K 0.04% 197
2020
Q4 		$775K Buy
8,975
+3,401
+61% +$251K 0.02% 241
2020
Q3 		$331K Buy
5,574
+268
+5% +$16.6K 0.02% 226
2020
Q2 		$321K Sell
5,306
-5,121
-49% -$276K 0.02% 198
2020
Q1 		$478K Buy
10,427
+6,485
+165% +$373K 0.02% 299
2019
Q4 		$241K Buy
+3,942
New +$222K 0.02% 180
2019
Q1 		– Sell
-922
Closed -$30K – 79
2018
Q4 		$30K Buy
+922
New +$31.6K ﹤0.01% 255

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

Wealthspire Advisors (New York)'s AMAT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Applied Materials (AMAT) stake by 19% in Q1 2026, selling an estimated $838K and leaving 10,545 shares worth $3.6M. The position accounts for 0.03% of the portfolio, ranked #200.

Wealthspire Advisors (New York) first reported a position in AMAT in Q4 2018 and has held it in 27 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Wealthspire Advisors (New York) held 10,545 shares of Applied Materials worth $3.6M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,490 Applied Materials shares in Q1 2026, an estimated $838K.
  • Applied Materials made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #200 holding.
  • Wealthspire Advisors (New York) first reported a position in Applied Materials in Q4 2018 and has held it in 27 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.