National Wealth Management Group, LLC AMAT — APPLIED MATLS INC

Ownership history in National Wealth Management Group, LLC  ·  5 quarters on record

AI Ownership Summary

National Wealth Management Group, LLC reported APPLIED MATLS INC (AMAT) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.87% in 2024 Q1. The latest visible filing shows AMAT at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was National Wealth Management Group, LLC's position in APPLIED MATLS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMAT was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMAT stock page National Wealth Management Group, LLC fund profile National Wealth Management Group, LLC full holdings
How National Wealth Management Group, LLC held AMAT — position size vs. price
% of Fund (quarterly)    AMAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,603 +3,377 +275.4% 0.41% $1.2M 2026-02-14 (Est.) $354.47
2025 Q3 REDUCED 11.5% +28.7% ❌ 1,226 -160 -11.5% 0.09% $251K 2025-10-31 $232.35
2025 Q2 REDUCED 71.3% +12.3% ❌ 1,386 -3,444 -71.3% 0.14% $254K 2025-09-25 $198.96
2024 Q2 REDUCED 11.1% -14.2% ✅ 4,830 -606 -11.1% 0.87% $1.1M 2024-08-09 $188.25
2024 Q1 INITIATED — — — 5,436 — — 0.87% $1.1M 2024-05-17 $208.44

🏢 Other funds also holding AMAT

As of 2026 Q1 — sorted by position size

CALIFORNIA FIRST LEASING CORP 3Y 9.66% Midway Capital Research & Management 9.36% BURR FINANCIAL SERVICES, LLC 9.18% Carmel Capital Management L.L.C. 3Y 8.7% FIRST COMMUNITY TRUST NA 3Y 7.27% Barnes Dennig Private Wealth Management LLC 6.31% Maj Invest Holding A/S 3Y 7Y 6.3% Cohen Capital Management, Inc. 3Y 7Y 5.94% North Growth Management Ltd. 3Y 7Y 5.83% Curat Global, LLC 5.68%

FAQ About National Wealth Management Group, LLC and AMAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has National Wealth Management Group, LLC reported owning AMAT?

National Wealth Management Group, LLC reported AMAT across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AMAT position in National Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for AMAT was 0.87% in 2024 Q1.

What is the latest reported AMAT position on this page?

The most recent filing on this page is 2025 Q4, when National Wealth Management Group, LLC reported 4,603 shares, equal to 0.41% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AMAT ownership page compare?

The chart compares National Wealth Management Group, LLC's quarterly AMAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did National Wealth Management Group, LLC time their AMAT position?

Based on 13F filing dates vs. subsequent AMAT price moves, National Wealth Management Group, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on AMAT relative to SPY over the holding period was +99.5%.

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