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Applied Materials shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Applied Materials

Tip: Access up to 7 years of quarterly data

All positions including Applied Materials held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Materials by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 784 256.99
2024-06-30 $234k 993 235.99
2024-03-31 $205k 993 206.23
2023-12-31 $205k 1.3k 162.07
2023-09-30 $220k 1.6k 138.45

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Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Applied Materials

Vanguard Group
BlackRock
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Alliancebernstein
Ameriprise Financial
Norges Bank Investment Management
Ubs Global Asset Management Americas
Northern Trust
Bank of New York Mellon
Sanders Capital
Invesco
Van Eck Associates Corp.
Goldman Sachs Group

View all funds holding Applied Materials