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BIP Wealth’s Applied Materials AMAT Stock Holding History

BIP Wealth’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 		$479K Sell
1,402
-315
-18% -$106K 0.02% 304
2025
Q4 		$441K Buy
+1,717
New +$412K 0.02% 314
2025
Q1 		– Sell
-1,283
Closed -$209K – 281
2024
Q4 		$209K Buy
+1,283
New +$233K 0.01% 252

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

BIP Wealth's AMAT Position: Q1 2026 in Review

BIP Wealth reduced its Applied Materials (AMAT) stake by 18% in Q1 2026, selling an estimated $106K and leaving 1,402 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #304.

BIP Wealth first reported a position in AMAT in Q4 2024 and has held it in 3 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • BIP Wealth held 1,402 shares of Applied Materials worth $479K as of Q1 2026.
  • BIP Wealth sold 315 Applied Materials shares in Q1 2026, an estimated $106K.
  • Applied Materials made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #304 holding.
  • BIP Wealth first reported a position in Applied Materials in Q4 2024 and has held it in 3 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.