SHELTON WEALTH MANAGEMENT, LLC AMAT — APPLIED MATLS INC

Ownership history in SHELTON WEALTH MANAGEMENT, LLC  ·  19 quarters on record

AI Ownership Summary

SHELTON WEALTH MANAGEMENT, LLC reported APPLIED MATLS INC (AMAT) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.76% in 2026 Q2. The latest visible filing shows AMAT at 0.76% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHELTON WEALTH MANAGEMENT, 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
2026 Q2

AMAT was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q2

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 2026 Q2

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 SHELTON WEALTH MANAGEMENT, LLC fund profile SHELTON WEALTH MANAGEMENT, LLC full holdings
How SHELTON WEALTH MANAGEMENT, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,688 -698 -20.6% 0.76% $1.9M 2026-07-13 $575.39
2026 Q1 REDUCED 8.9% +103.5% ❌ 3,386 -331 -8.9% 0.51% $1.2M 2026-04-28 $380.64
2025 Q4 ADDED — — — 3,717 +259 +7.5% 0.41% $955K 2026-01-26 $318.67
2025 Q3 ADDED — — — 3,458 +60 +1.8% 0.32% $708K 2025-10-09 $219.32
2025 Q2 ADDED — — — 3,398 +51 +1.5% 0.30% $622K 2025-07-11 $196.49
2025 Q1 ADDED — — — 3,347 +2 +0.1% 0.26% $486K 2025-04-21 $134.19
2024 Q4 ADDED — — — 3,345 +13 +0.4% 0.28% $544K 2025-01-15 $176.17
2024 Q3 ADDED — — — 3,332 +17 +0.5% 0.37% $673K 2024-10-21 $181.75
2024 Q2 REDUCED 11.6% -14.2% ✅ 3,315 -436 -11.6% 0.44% $782K 2024-07-23 $216.01
2024 Q1 REDUCED — — — 3,751 -118 -3.0% 0.49% $774K 2024-05-14 $205.97
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMAT

As of 2026 Q2 — sorted by position size

Midway Capital Research & Management 15.79% Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3Y 7Y 11.86% Cohen Capital Management, Inc. 3Y 7Y 10.97% Barnes Dennig Private Wealth Management LLC 10.46% FIRST COMMUNITY TRUST NA 3Y 9.23% Talbot Financial, LLC 3Y 7.49% HALL LAURIE J TRUSTEE 3Y 7Y 7.27% Processus Wealth & Capital Management, LLC 7.24% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 6.04% Capelight Capital Asset Management LP 5.9%

FAQ About SHELTON WEALTH MANAGEMENT, 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 SHELTON WEALTH MANAGEMENT, LLC reported owning AMAT?

SHELTON WEALTH MANAGEMENT, LLC reported AMAT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMAT position in SHELTON WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AMAT was 0.76% in 2026 Q2.

What is the latest reported AMAT position on this page?

The most recent filing on this page is 2026 Q2, when SHELTON WEALTH MANAGEMENT, LLC reported 2,688 shares, equal to 0.76% of portfolio, with an estimated market value of $1.9M.

What does the chart on this AMAT ownership page compare?

The chart compares SHELTON WEALTH MANAGEMENT, 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 SHELTON WEALTH MANAGEMENT, LLC time their AMAT position?

Based on 13F filing dates vs. subsequent AMAT price moves, SHELTON WEALTH MANAGEMENT, LLC correctly timed 8 out of 18 reported position changes (44%). The annualised alpha on AMAT relative to SPY over the holding period was +21.7%.

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