Wescott Financial Advisory Group’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$327K Buy
958
+9
+0.9% +$3.03K 0.03% 152
2025
Q4
$244K Buy
+949
New +$228K 0.02% 168
2024
Q1
Sell
-1,407
Closed -$228K 160
2023
Q4
$228K Buy
+1,407
New +$207K 0.03% 150

Other funds holding AMAT

Wescott Financial Advisory Group's AMAT Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Applied Materials (AMAT) stake by 0.95% in Q1 2026, buying an estimated $3.03K and bringing the position to 958 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #152.

Wescott Financial Advisory Group first reported a position in AMAT in Q4 2023 and has held it in 3 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Wescott Financial Advisory Group held 958 shares of Applied Materials worth $327K as of Q1 2026.
  • Wescott Financial Advisory Group bought 9 Applied Materials shares in Q1 2026, an estimated $3.03K.
  • Applied Materials made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #152 holding.
  • Wescott Financial Advisory Group first reported a position in Applied Materials in Q4 2023 and has held it in 3 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.