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Arista Wealth Management’s Applied Materials AMAT Stock Holding History

Arista Wealth Management’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 		– Sell
-1,237
Closed -$318K – 259
2025
Q4 		$318K Sell
1,237
-1,072
-46% -$257K 0.04% 196
2025
Q3 		$473K Buy
+2,309
New +$419K 0.06% 151

Other funds holding AMAT

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VCM
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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

Arista Wealth Management's AMAT Position: Q1 2026 in Review

Arista Wealth Management sold out of Applied Materials (AMAT) in Q1 2026, closing a stake of 1,237 shares — an estimated $318K sold.

Arista Wealth Management first reported a position in AMAT in Q3 2025 and held it in 2 quarters. The position peaked at $473K in Q3 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Arista Wealth Management reported no remaining Applied Materials position as of Q1 2026 after selling out during the quarter.
  • Arista Wealth Management sold 1,237 Applied Materials shares in Q1 2026, an estimated $318K.
  • Arista Wealth Management first reported a position in Applied Materials in Q3 2025 and held it in 2 quarters.
  • Arista Wealth Management's Applied Materials position peaked at $473K in Q3 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Arista Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.