Atlantic Union Bankshares’s Applied Materials AMAT Stock Holding History

Atlantic Union Bankshares’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	$2.66M	Sell	7,771 -5,850	-43%	-$1.97M	0.05%	257
2025 Q4	$3.5M	Sell	13,621 -609	-4%	-$146K	0.07%	232
2025 Q3	$2.91M	Buy	14,230 +1,587	+13%	+$288K	0.05%	250
2025 Q2	$2.31M	Buy	12,643 +2,363	+23%	+$374K	0.05%	245
2025 Q1	$1.49M	Buy	10,280 +123	+1%	+$20.7K	0.09%	158
2024 Q4	$1.65M	Buy	10,157 +427	+4%	+$77.4K	0.1%	160
2024 Q3	$1.97M	Buy	9,730 +778	+9%	+$160K	0.11%	153
2024 Q2	$2.11M	Buy	8,952 +1,750	+24%	+$376K	0.13%	139
2024 Q1	$1.49M	Buy	7,202 +543	+8%	+$99.6K	0.13%	150
2023 Q4	$1.08M	Buy	6,659 +789	+13%	+$116K	0.1%	172
2023 Q3	$813K	Buy	+5,870	New	+$842K	0.08%	179

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

Atlantic Union Bankshares's AMAT Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Applied Materials (AMAT) stake by 43% in Q1 2026, selling an estimated $1.97M and leaving 7,771 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #257.

Atlantic Union Bankshares first reported a position in AMAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2025. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Atlantic Union Bankshares held 7,771 shares of Applied Materials worth $2.66M as of Q1 2026.
Atlantic Union Bankshares sold 5,850 Applied Materials shares in Q1 2026, an estimated $1.97M.
Applied Materials made up 0.05% of Atlantic Union Bankshares's portfolio in Q1 2026, its #257 holding.
Atlantic Union Bankshares first reported a position in Applied Materials in Q3 2023 and has held it in 11 quarters since.
Atlantic Union Bankshares's Applied Materials position peaked at $3.5M in Q4 2025.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.