Badgley Phelps Wealth Managers’s Applied Materials AMAT Stock Holding History

Badgley Phelps Wealth Managers’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	$28.3M	Sell	82,748 -379	-0.5%	-$127K	0.56%	46
2025 Q4	$21.4M	Buy	83,127 +1,444	+2%	+$346K	0.39%	64
2025 Q3	$16.7M	Buy	81,683 +549	+0.7%	+$99.6K	0.35%	74
2025 Q2	$14.9M	Sell	81,134 -1,121	-1%	-$178K	0.33%	83
2025 Q1	$11.9M	Buy	82,255 +105	+0.1%	+$17.7K	0.29%	89
2024 Q4	$13.4M	Sell	82,150 -1,587	-2%	-$288K	0.31%	86
2024 Q3	$16.9M	Buy	83,737 +722	+0.9%	+$148K	0.39%	75
2024 Q2	$19.6M	Buy	83,015 +82,954	+135,990%	+$17.8M	0.48%	63
2024 Q1	$12.6K	Sell	61 -85,390	-100%	-$15.7M	﹤0.01%	258
2023 Q4	$13.8M	Buy	85,451 +9,741	+13%	+$1.43M	0.38%	79
2023 Q3	$10.5M	Buy	75,710 +533	+0.7%	+$76.4K	0.36%	88
2023 Q2	$10.9M	Sell	75,177 -387	-0.5%	-$48.4K	0.36%	85
2023 Q1	$9.28M	Buy	75,564 +3,402	+5%	+$391K	0.34%	94
2022 Q4	$7.03M	Sell	72,162 -11,710	-14%	-$1.12M	0.28%	99
2022 Q3	$6.87M	Sell	83,872 -3,126	-4%	-$301K	0.3%	95
2022 Q2	$7.92M	Buy	86,998 +175	+0.2%	+$19.2K	0.33%	91
2022 Q1	$11.4M	Buy	86,823 +59	+0.1%	+$8.12K	0.4%	84
2021 Q4	$13.7M	Buy	86,764 +2,328	+3%	+$337K	0.44%	75
2021 Q3	$10.9M	Buy	+84,436	New	+$11.5M	0.39%	88

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

Badgley Phelps Wealth Managers's AMAT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Applied Materials (AMAT) stake by 0.46% in Q1 2026, selling an estimated $127K and leaving 82,748 shares worth $28.3M. The position accounts for 0.56% of the portfolio, ranked #46.

Badgley Phelps Wealth Managers first reported a position in AMAT in Q3 2021 and has held it in 19 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Badgley Phelps Wealth Managers held 82,748 shares of Applied Materials worth $28.3M as of Q1 2026.
Badgley Phelps Wealth Managers sold 379 Applied Materials shares in Q1 2026, an estimated $127K.
Applied Materials made up 0.56% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #46 holding.
Badgley Phelps Wealth Managers first reported a position in Applied Materials in Q3 2021 and has held it in 19 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.