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Wilkinson Global Asset Management’s Applied Materials AMAT Stock Holding History

Wilkinson Global Asset 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
2025
Q2 		– Sell
-1,696
Closed -$246K – 72
2025
Q1 		$246K Sell
1,696
-85
-5% -$14.3K 0.02% 72
2024
Q4 		$290K Hold
1,781
– – 0.02% 70
2024
Q3 		$360K Sell
1,781
-87
-5% -$17.8K 0.02% 64
2024
Q2 		$441K Buy
1,868
+75
+4% +$16.1K 0.03% 61
2024
Q1 		$370K Hold
1,793
– – 0.02% 70
2023
Q4 		$291K Sell
1,793
-45
-2% -$6.61K 0.02% 75
2023
Q3 		$254K Buy
1,838
+45
+3% +$6.45K 0.02% 83
2023
Q2 		$259K Hold
1,793
– – 0.02% 80
2023
Q1 		$220K Buy
+1,793
New +$206K 0.02% 88

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilkinson Global Asset Management's AMAT Position: Q2 2025 in Review

Wilkinson Global Asset Management sold out of Applied Materials (AMAT) in Q2 2025, closing a stake of 1,696 shares — an estimated $246K sold.

Wilkinson Global Asset Management first reported a position in AMAT in Q1 2023 and held it in 9 quarters. The position peaked at $441K in Q2 2024. 2,316 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

  • Wilkinson Global Asset Management reported no remaining Applied Materials position as of Q2 2025 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 1,696 Applied Materials shares in Q2 2025, an estimated $246K.
  • Wilkinson Global Asset Management first reported a position in Applied Materials in Q1 2023 and held it in 9 quarters.
  • Wilkinson Global Asset Management's Applied Materials position peaked at $441K in Q2 2024.
  • 2,316 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.