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Applied Materials shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Applied Materials

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Applied Materials by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 680 341.71

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Spdr Series Trust State Street Spd (SPYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
InterDigital (IDCC)

View all positions for Monticello Wealth Management

Top funds holding Applied Materials

BlackRock
Vanguard Group
Vanguard Capital Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Ubs Global Asset Management Americas
Invesco
Northern Trust
Ameriprise Financial
Sanders Capital
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Applied Materials