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Aviso Wealth Management’s Applied Materials AMAT Stock Holding History

Aviso 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 		$888K Buy
2,597
+534
+26% +$180K 0.4% 56
2025
Q4 		$530K Buy
2,063
+16
+0.8% +$3.84K 0.22% 90
2025
Q3 		$419K Sell
2,047
-806
-28% -$146K 0.18% 99
2025
Q2 		$522K Sell
2,853
-77
-3% -$12.2K 0.24% 90
2025
Q1 		$425K Sell
2,930
-87
-3% -$14.6K 0.23% 93
2024
Q4 		$491K Buy
+3,017
New +$547K 0.25% 88

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

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

Aviso Wealth Management increased its Applied Materials (AMAT) stake by 26% in Q1 2026, buying an estimated $180K and bringing the position to 2,597 shares worth $888K. The position accounts for 0.4% of the portfolio, ranked #56.

Aviso Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Aviso Wealth Management held 2,597 shares of Applied Materials worth $888K as of Q1 2026.
  • Aviso Wealth Management bought 534 Applied Materials shares in Q1 2026, an estimated $180K.
  • Applied Materials made up 0.4% of Aviso Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Aviso Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

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