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Advisor OS’s Applied Materials AMAT Stock Holding History

Advisor OS’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 		$915K Sell
2,676
-253
-9% -$85.1K 0.07% 194
2025
Q4 		$753K Sell
2,929
-727
-20% -$174K 0.06% 204
2025
Q3 		$749K Buy
3,656
+2,253
+161% +$409K 0.06% 191
2025
Q2 		$257K Buy
+1,403
New +$222K 0.03% 382
2024
Q4 		– Sell
-1,523
Closed -$308K – 409
2024
Q3 		$308K Sell
1,523
-147
-9% -$30.2K 0.03% 322
2024
Q2 		$394K Buy
1,670
+37
+2% +$7.94K 0.04% 265
2024
Q1 		$337K Buy
+1,633
New +$300K 0.04% 292

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor OS's AMAT Position: Q1 2026 in Review

Advisor OS reduced its Applied Materials (AMAT) stake by 8.6% in Q1 2026, selling an estimated $85.1K and leaving 2,676 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #194.

Advisor OS first reported a position in AMAT in Q1 2024 and has held it in 7 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Advisor OS held 2,676 shares of Applied Materials worth $915K as of Q1 2026.
  • Advisor OS sold 253 Applied Materials shares in Q1 2026, an estimated $85.1K.
  • Applied Materials made up 0.07% of Advisor OS's portfolio in Q1 2026, its #194 holding.
  • Advisor OS first reported a position in Applied Materials in Q1 2024 and has held it in 7 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.