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 Q2	$7.21M	Sell	9,974 -571	-5%	-$263K	0.04%	211
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s AMAT Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Applied Materials (AMAT) stake by 5.4% in Q2 2026, selling an estimated $263K and leaving 9,974 shares worth $7.21M. The position accounts for 0.04% of the portfolio, ranked #211.

Wealthspire Advisors (New York) first reported a position in AMAT in Q4 2018 and has held it in 28 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Wealthspire Advisors (New York) held 9,974 shares of Applied Materials worth $7.21M as of Q2 2026.
Wealthspire Advisors (New York) sold 571 Applied Materials shares in Q2 2026, an estimated $263K.
Applied Materials made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #211 holding.
Wealthspire Advisors (New York) first reported a position in Applied Materials in Q4 2018 and has held it in 28 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.