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Bogart Wealth LLC’s Applied Materials AMAT Stock Holding History

Bogart Wealth LLC’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
2021
Q3 		– Sell
-100
Closed -$14K – 716
2021
Q2 		$14K Buy
+100
New +$13.4K ﹤0.01% 394

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

Bogart Wealth LLC's AMAT Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Applied Materials (AMAT) stake by 36% in Q1 2026, selling an estimated $6.62M and leaving 34,376 shares worth $11.7M. The position accounts for 0.45% of the portfolio, ranked #50.

Bogart Wealth LLC first reported a position in AMAT in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.9M in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Bogart Wealth LLC held 34,376 shares of Applied Materials worth $11.7M as of Q1 2026.
  • Bogart Wealth LLC sold 19,694 Applied Materials shares in Q1 2026, an estimated $6.62M.
  • Applied Materials made up 0.45% of Bogart Wealth LLC's portfolio in Q1 2026, its #50 holding.
  • Bogart Wealth LLC first reported a position in Applied Materials in Q1 2018 and has held it in 33 quarters since.
  • Bogart Wealth LLC's Applied Materials position peaked at $13.9M in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.