Wilkerson 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
Q2
$529K Buy
731
+114
+18% +$52.6K 0.16% 55
2026
Q1
$211K Buy
617
+514
+499% +$173K 0.07% 98
2025
Q4
$26.5K Buy
+103
New +$24.7K 0.01% 214

Other funds holding AMAT

Wilkerson Advisory Group's AMAT Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Applied Materials (AMAT) stake by 18% in Q2 2026, buying an estimated $52.6K and bringing the position to 731 shares worth $529K. The position accounts for 0.16% of the portfolio, ranked #55.

Wilkerson Advisory Group first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Wilkerson Advisory Group held 731 shares of Applied Materials worth $529K as of Q2 2026.
  • Wilkerson Advisory Group bought 114 Applied Materials shares in Q2 2026, an estimated $52.6K.
  • Applied Materials made up 0.16% of Wilkerson Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Wilkerson Advisory Group first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.