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Axiom Financial Strategies’s Applied Materials AMAT Stock Holding History

Axiom Financial Strategies’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
-1,328
Closed -$341K – 33
2025
Q4 		$341K Sell
1,328
-612
-32% -$147K 0.14% 38
2025
Q3 		$397K Buy
1,940
+205
+12% +$37.2K 0.17% 35
2025
Q2 		$318K Buy
1,735
+188
+12% +$29.8K 0.18% 30
2025
Q1 		$225K Buy
+1,547
New +$260K 0.13% 41
2024
Q4 		– Sell
-1,004
Closed -$203K – 43
2024
Q3 		$203K Buy
+1,004
New +$206K 0.11% 44
2022
Q4 		– Sell
-2,899
Closed -$238K – 39
2022
Q3 		$238K Buy
2,899
+165
+6% +$15.9K 0.13% 56
2022
Q2 		$249K Buy
2,734
+250
+10% +$27.4K 0.13% 57
2022
Q1 		$275K Sell
2,484
-138
-5% -$19K 0.14% 53
2021
Q4 		$413K Hold
2,622
– – 0.19% 44
2021
Q3 		$338K Sell
2,622
-1,516
-37% -$206K 0.16% 51
2021
Q2 		$589K Hold
4,138
– – 0.27% 38
2021
Q1 		$553K Sell
4,138
-22
-0.5% -$2.43K 0.27% 39
2020
Q4 		$247K Hold
4,160
– – 0.15% 56
2020
Q3 		$247K Hold
4,160
– – 0.15% 56
2020
Q2 		$251K Buy
+4,160
New +$224K 0.16% 52

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

Axiom Financial Strategies's AMAT Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Applied Materials (AMAT) in Q1 2026, closing a stake of 1,328 shares — an estimated $341K sold.

Axiom Financial Strategies first reported a position in AMAT in Q2 2020 and held it in 15 quarters. The position peaked at $589K in Q2 2021. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Applied Materials position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,328 Applied Materials shares in Q1 2026, an estimated $341K.
  • Axiom Financial Strategies first reported a position in Applied Materials in Q2 2020 and held it in 15 quarters.
  • Axiom Financial Strategies's Applied Materials position peaked at $589K in Q2 2021.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.