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
Q3
$507K Buy
992
+30
+3% +$15.2K 0.04% 133
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: 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.