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
Q2
$696K Buy
962
+4
+0.4% +$1.85K 0.05% 116
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: Q2 2026 in Review

Wescott Financial Advisory Group increased its Applied Materials (AMAT) stake by 0.42% in Q2 2026, buying an estimated $1.85K and bringing the position to 962 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #116.

Wescott Financial Advisory Group first reported a position in AMAT in Q4 2023 and has held it in 4 quarters since. 3,505 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Wescott Financial Advisory Group held 962 shares of Applied Materials worth $696K as of Q2 2026.
  • Wescott Financial Advisory Group bought 4 Applied Materials shares in Q2 2026, an estimated $1.85K.
  • Applied Materials made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #116 holding.
  • Wescott Financial Advisory Group first reported a position in Applied Materials in Q4 2023 and has held it in 4 quarters since.
  • 3,505 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.