Worth Financial Advisory Group’s Applied Materials AMAT Stock Holding History

Worth Financial Advisory Group’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 Q2	$1.5M	Buy	+2,077	New	+$958K	0.63%	41
2026 Q1	–	Sell	-2,084	Closed	-$536K	–	51
2025 Q4	$536K	Buy	2,084 +20	+1%	+$4.79K	0.26%	92
2025 Q3	$423K	Sell	2,064 -134	-6%	-$24.3K	0.24%	101
2025 Q2	$402K	Sell	2,198 -1,341	-38%	-$212K	0.25%	99
2025 Q1	$514K	Sell	3,539 -1,301	-27%	-$219K	0.33%	76
2024 Q4	$787K	Buy	4,840 +106	+2%	+$19.2K	0.48%	53
2024 Q3	$957K	Sell	4,734 -302	-6%	-$61.9K	0.56%	44
2024 Q2	$1.19M	Sell	5,036 -958	-16%	-$206K	0.78%	31
2024 Q1	$1.24M	Buy	5,994 +2,594	+76%	+$476K	0.86%	27
2023 Q4	$551K	Buy	3,400 +153	+5%	+$22.5K	0.44%	63
2023 Q3	$450K	Buy	3,247 +1,026	+46%	+$147K	0.41%	71
2023 Q2	$321K	Buy	+2,221	New	+$278K	0.3%	92

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Worth Financial Advisory Group's AMAT Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Applied Materials (AMAT) in Q2 2026: 2,077 shares worth $1.5M. The stake represents 0.63% of the portfolio and ranks #41 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in AMAT as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. 3,483 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Worth Financial Advisory Group held 2,077 shares of Applied Materials worth $1.5M as of Q2 2026.
Applied Materials was a new Worth Financial Advisory Group position in Q2 2026.
Applied Materials made up 0.63% of Worth Financial Advisory Group's portfolio in Q2 2026, its #41 holding.
Worth Financial Advisory Group first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
3,483 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.