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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
Q3 		$855K Buy
1,671
+14
+0.8% +$7.11K 0.36% 81
2026
Q2 		$1.2M Sell
1,657
-240
-13% -$111K 0.54% 57
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Whalen Wealth Management's AMAT Position: Q3 2026 in Review

Whalen Wealth Management increased its Applied Materials (AMAT) stake by 0.84% in Q3 2026, buying an estimated $7.11K and bringing the position to 1,671 shares worth $855K. The position accounts for 0.36% of the portfolio, ranked #81.

Whalen Wealth Management first reported a position in AMAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2026. 160 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Whalen Wealth Management held 1,671 shares of Applied Materials worth $855K as of Q3 2026.
  • Whalen Wealth Management bought 14 Applied Materials shares in Q3 2026, an estimated $7.11K.
  • Applied Materials made up 0.36% of Whalen Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Whalen Wealth Management first reported a position in Applied Materials in Q4 2023 and has held it in 4 quarters since.
  • Whalen Wealth Management's Applied Materials position peaked at $1.2M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.