WFA of San Diego’s Applied Materials AMAT Stock Holding History

WFA of San Diego’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	$981K	Sell	1,836 -105	-5%	-$48.4K	0.8%	33
2026 Q1	$663K	Hold	1,941	–	–	0.53%	42
2025 Q4	$499K	Sell	1,941 -27	-1%	-$6.47K	0.37%	55
2025 Q3	$403K	Hold	1,968	–	–	0.28%	66
2025 Q2	$360K	Buy	+1,968	New	+$312K	0.27%	67
2024 Q3	$463K	Hold	2,291	–	–	0.39%	52
2024 Q2	$541K	Buy	+2,291	New	+$492K	0.48%	44
2023 Q3	$345K	Hold	2,491	–	–	0.36%	62
2023 Q2	$360K	Hold	2,491	–	–	0.35%	56
2023 Q1	$306K	Sell	2,491 -370	-13%	-$42.5K	0.32%	62
2022 Q4	$279K	Sell	2,861 -600	-17%	-$57.6K	0.21%	77
2022 Q3	$284K	Buy	3,461 +360	+12%	+$34.7K	0.26%	75
2022 Q2	$282K	Sell	3,101 -117	-4%	-$12.8K	0.24%	67
2022 Q1	$424K	Sell	3,218 -751	-19%	-$103K	0.32%	63
2021 Q4	$625K	Sell	3,969 -1,218	-23%	-$176K	0.36%	60
2021 Q3	$668K	Buy	5,187 +1,715	+49%	+$233K	0.47%	48
2021 Q2	$494K	Sell	3,472 -743	-18%	-$99.7K	0.38%	54
2021 Q1	$563K	Buy	+4,215	New	+$465K	0.47%	44
2020 Q4	–	Sell	-7,620	Closed	-$453K	–	94
2020 Q3	$453K	Sell	7,620 -120	-2%	-$7.41K	0.43%	49
2020 Q2	$468K	Buy	+7,740	New	+$418K	0.11%	160

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

WFA of San Diego's AMAT Position: Q2 2026 in Review

WFA of San Diego reduced its Applied Materials (AMAT) stake by 5.4% in Q2 2026, selling an estimated $48.4K and leaving 1,836 shares worth $981K. The position accounts for 0.8% of the portfolio, ranked #33.

WFA of San Diego first reported a position in AMAT in Q2 2020 and has held it in 20 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

WFA of San Diego held 1,836 shares of Applied Materials worth $981K as of Q2 2026.
WFA of San Diego sold 105 Applied Materials shares in Q2 2026, an estimated $48.4K.
Applied Materials made up 0.8% of WFA of San Diego's portfolio in Q2 2026, its #33 holding.
WFA of San Diego first reported a position in Applied Materials in Q2 2020 and has held it in 20 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.