Whipplewood Advisors’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
$303K Buy
419
+317
+311% +$146K 0.2% 89
2026
Q1
$34.9K Buy
102
+70
+219% +$23.5K 0.02% 313
2025
Q4
$8.22K Buy
+32
New +$7.67K 0.01% 283
2025
Q3
– Sell
-318
Closed -$58.2K – 337
2025
Q2
$58.2K Buy
318
+163
+105% +$25.8K 0.03% 296
2025
Q1
$45K Sell
155
-171
-52% -$28.8K 0.03% 320
2024
Q4
$53K Buy
+326
New +$59.1K 0.03% 308

Other funds holding AMAT

Whipplewood Advisors's AMAT Position: Q2 2026 in Review

Whipplewood Advisors increased its Applied Materials (AMAT) stake by 311% in Q2 2026, buying an estimated $146K and bringing the position to 419 shares worth $303K. The position accounts for 0.2% of the portfolio, ranked #89.

Whipplewood Advisors first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Whipplewood Advisors held 419 shares of Applied Materials worth $303K as of Q2 2026.
  • Whipplewood Advisors bought 317 Applied Materials shares in Q2 2026, an estimated $146K.
  • Applied Materials made up 0.2% of Whipplewood Advisors's portfolio in Q2 2026, its #89 holding.
  • Whipplewood Advisors first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.