WWM
AMAT icon

Whalen Wealth Management’s Applied Materials AMAT Stock Holding History

Whalen Wealth Management’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
Q1 		$648K Buy
+1,897
New +$638K 0.35% 78
2024
Q1 		– Sell
-3,836
Closed -$622K – 116
2023
Q4 		$622K Buy
+3,836
New +$564K 0.56% 48

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whalen Wealth Management's AMAT Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Applied Materials (AMAT) in Q1 2026: 1,897 shares worth $648K. The stake represents 0.35% of the portfolio and ranks #78 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in AMAT as recently as Q4 2023.

Whalen Wealth Management first reported a position in AMAT in Q4 2023 and has held it in 2 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Whalen Wealth Management held 1,897 shares of Applied Materials worth $648K as of Q1 2026.
  • Applied Materials was a new Whalen Wealth Management position in Q1 2026.
  • Applied Materials made up 0.35% of Whalen Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Whalen Wealth Management first reported a position in Applied Materials in Q4 2023 and has held it in 2 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.