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WMG Financial Advisors’s Applied Materials AMAT Stock Holding History

WMG Financial Advisors’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
Q4 		– Sell
-987
Closed -$202K – 114
2025
Q3 		$202K Buy
+987
New +$179K 0.07% 202
2024
Q4 		– Sell
-1,566
Closed -$316K – 173
2024
Q3 		$316K Sell
1,566
-38
-2% -$7.79K 0.14% 106
2024
Q2 		$379K Buy
+1,604
New +$344K 0.2% 72
2022
Q2 		– Sell
-2,514
Closed -$332K – 146
2022
Q1 		$332K Buy
2,514
+462
+23% +$63.6K 0.24% 99
2021
Q4 		$323K Buy
+2,052
New +$297K 0.25% 107

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

WMG Financial Advisors's AMAT Position: Q4 2025 in Review

WMG Financial Advisors sold out of Applied Materials (AMAT) in Q4 2025, closing a stake of 987 shares — an estimated $202K sold.

WMG Financial Advisors first reported a position in AMAT in Q4 2021 and held it in 5 quarters. The position peaked at $379K in Q2 2024. 2,630 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

  • WMG Financial Advisors reported no remaining Applied Materials position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 987 Applied Materials shares in Q4 2025, an estimated $202K.
  • WMG Financial Advisors first reported a position in Applied Materials in Q4 2021 and held it in 5 quarters.
  • WMG Financial Advisors's Applied Materials position peaked at $379K in Q2 2024.
  • 2,630 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.