3Chopt Investment Partners’s Applied Materials AMAT Stock Holding History

3Chopt Investment Partners’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 Q1	$2.04M	Buy	5,977 +12	+0.2%	+$4.04K	0.47%	51
2025 Q4	$1.53M	Sell	5,965 -29	-0.5%	-$6.95K	0.34%	69
2025 Q3	$1.23M	Buy	5,994 +165	+3%	+$29.9K	0.28%	83
2025 Q2	$1.07M	Buy	5,829 +196	+3%	+$31.1K	0.26%	83
2025 Q1	$817K	Buy	+5,633	New	+$947K	0.21%	95
2024 Q1	–	Sell	-5,848	Closed	-$948K	–	75
2023 Q4	$948K	Buy	+5,848	New	+$859K	0.35%	72
2023 Q3	–	Sell	-5,333	Closed	-$771K	–	63
2023 Q2	$771K	Buy	5,333 +237	+5%	+$29.7K	0.39%	66
2023 Q1	$626K	Buy	5,096 +26	+0.5%	+$2.99K	0.33%	74
2022 Q4	$494K	Buy	+5,070	New	+$486K	0.27%	82

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

3Chopt Investment Partners's AMAT Position: Q1 2026 in Review

3Chopt Investment Partners increased its Applied Materials (AMAT) stake by 0.2% in Q1 2026, buying an estimated $4.04K and bringing the position to 5,977 shares worth $2.04M. The position accounts for 0.47% of the portfolio, ranked #51.

3Chopt Investment Partners first reported a position in AMAT in Q4 2022 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

3Chopt Investment Partners held 5,977 shares of Applied Materials worth $2.04M as of Q1 2026.
3Chopt Investment Partners bought 12 Applied Materials shares in Q1 2026, an estimated $4.04K.
Applied Materials made up 0.47% of 3Chopt Investment Partners's portfolio in Q1 2026, its #51 holding.
3Chopt Investment Partners first reported a position in Applied Materials in Q4 2022 and has held it in 9 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.