Wescott Financial Advisory Group’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Wescott Financial Advisory Group's AMAT Position: Q3 2026 in Review
Wescott Financial Advisory Group increased its Applied Materials (AMAT) stake by 3.1% in Q3 2026, buying an estimated $15.2K and bringing the position to 992 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #133.
Wescott Financial Advisory Group first reported a position in AMAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $696K in Q2 2026. 2,866 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.
- Wescott Financial Advisory Group held 992 shares of Applied Materials worth $507K as of Q3 2026.
- Wescott Financial Advisory Group bought 30 Applied Materials shares in Q3 2026, an estimated $15.2K.
- Applied Materials made up 0.04% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #133 holding.
- Wescott Financial Advisory Group first reported a position in Applied Materials in Q4 2023 and has held it in 5 quarters since.
- Wescott Financial Advisory Group's Applied Materials position peaked at $696K in Q2 2026.
- 2,866 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.
Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.