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AMJ Financial Wealth Management’s NetApp NTAP Stock Holding History

AMJ Financial Wealth Management’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.32M Sell
32,398
-18
-0.1% -$1.83K 0.78% 38
2025
Q4 		$3.47M Buy
+32,416
New +$3.7M 0.82% 44
2025
Q1 		– Sell
-68,897
Closed -$8M – 98
2024
Q4 		$8M Buy
68,897
+37,684
+121% +$4.6M 2.21% 21
2024
Q3 		$3.86M Sell
31,213
-317
-1% -$39.5K 1.1% 35
2024
Q2 		$4.06M Buy
31,530
+26,424
+518% +$2.97M 1.26% 33
2024
Q1 		$536K Buy
+5,106
New +$473K 0.18% 58

Other funds holding NTAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMJ Financial Wealth Management's NTAP Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its NetApp (NTAP) stake by 0.06% in Q1 2026, selling an estimated $1.83K and leaving 32,398 shares worth $3.32M. The position accounts for 0.78% of the portfolio, ranked #38.

AMJ Financial Wealth Management first reported a position in NTAP in Q1 2024 and has held it in 6 quarters since. The position peaked at $8M in Q4 2024. 858 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • AMJ Financial Wealth Management held 32,398 shares of NetApp worth $3.32M as of Q1 2026.
  • AMJ Financial Wealth Management sold 18 NetApp shares in Q1 2026, an estimated $1.83K.
  • NetApp made up 0.78% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #38 holding.
  • AMJ Financial Wealth Management first reported a position in NetApp in Q1 2024 and has held it in 6 quarters since.
  • AMJ Financial Wealth Management's NetApp position peaked at $8M in Q4 2024.
  • 858 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.