AF
AMAT icon

Apexium Financial’s Applied Materials AMAT Stock Holding History

Apexium Financial’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
2025
Q3 		$864K Sell
4,218
-41
-1% -$7.44K 0.04% 143
2025
Q2 		$780K Buy
4,259
+889
+26% +$141K 0.04% 148
2025
Q1 		$489K Buy
3,370
+592
+21% +$99.5K 0.03% 173
2024
Q4 		$452K Buy
2,778
+2
+0.1% +$362 0.03% 171
2024
Q3 		$561K Sell
2,776
-99
-3% -$20.3K 0.04% 135
2024
Q2 		$679K Sell
2,875
-5
-0.2% -$1.07K 0.05% 113
2024
Q1 		$594K Sell
2,880
-50
-2% -$9.17K 0.05% 121
2023
Q4 		$475K Sell
2,930
-99
-3% -$14.5K 0.03% 176
2023
Q3 		$419K Buy
3,029
+2
+0.1% +$287 0.04% 142
2023
Q2 		$438K Sell
3,027
-568
-16% -$71.1K 0.04% 146
2023
Q1 		$442K Buy
3,595
+512
+17% +$58.8K 0.04% 140
2022
Q4 		$300K Buy
3,083
+246
+9% +$23.6K 0.03% 169
2022
Q3 		$227K Buy
2,837
+322
+13% +$31K 0.03% 180
2022
Q2 		$229K Hold
2,515
– – 0.13% 86
2022
Q1 		$396K Hold
2,515
– – 0.21% 59
2021
Q4 		$396K Hold
2,515
– – 0.2% 63
2021
Q3 		$324K Hold
2,515
– – 0.19% 65
2021
Q2 		$358K Hold
2,515
– – 0.22% 54
2021
Q1 		$336K Sell
2,515
-81
-3% -$8.93K 0.25% 55
2020
Q4 		$224K Buy
+2,596
New +$192K 0.18% 66

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Apexium Financial's AMAT Position: Q3 2025 in Review

Apexium Financial reduced its Applied Materials (AMAT) stake by 0.96% in Q3 2025, selling an estimated $7.44K and leaving 4,218 shares worth $864K. The position accounts for 0.04% of the portfolio, ranked #143.

Apexium Financial first reported a position in AMAT in Q4 2020 and has held it in 20 quarters since. 2,354 funds tracked by Wall St. Rank hold AMAT as of Q3 2025.

  • Apexium Financial held 4,218 shares of Applied Materials worth $864K as of Q3 2025.
  • Apexium Financial sold 41 Applied Materials shares in Q3 2025, an estimated $7.44K.
  • Applied Materials made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #143 holding.
  • Apexium Financial first reported a position in Applied Materials in Q4 2020 and has held it in 20 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Applied Materials as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.