Boomfish Wealth Group’s Applied Materials AMAT Stock Holding History

Boomfish Wealth Group’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	$3.7M	Sell	10,830 -4,387	-29%	-$1.48M	1.98%	12
2025 Q4	$3.91M	Sell	15,217 -2,050	-12%	-$491K	2.09%	10
2025 Q3	$3.54M	Buy	17,267 +619	+4%	+$112K	1.91%	12
2025 Q2	$3.05M	Buy	16,648 +392	+2%	+$62.1K	1.76%	17
2025 Q1	$2.36M	Buy	16,256 +1,099	+7%	+$185K	1.53%	27
2024 Q4	$2.47M	Buy	15,157 +1,615	+12%	+$293K	1.5%	21
2024 Q3	$2.74M	Buy	13,542 +1,522	+13%	+$312K	1.68%	16
2024 Q2	$2.84M	Sell	12,020 -1,650	-12%	-$354K	1.83%	10
2024 Q1	$2.82M	Sell	13,670 -2,214	-14%	-$406K	1.9%	6
2023 Q4	$2.57M	Buy	+15,884	New	+$2.33M	1.86%	14

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

Boomfish Wealth Group's AMAT Position: Q1 2026 in Review

Boomfish Wealth Group reduced its Applied Materials (AMAT) stake by 29% in Q1 2026, selling an estimated $1.48M and leaving 10,830 shares worth $3.7M. The position accounts for 1.98% of the portfolio, ranked #12.

Boomfish Wealth Group first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.91M in Q4 2025. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Boomfish Wealth Group held 10,830 shares of Applied Materials worth $3.7M as of Q1 2026.
Boomfish Wealth Group sold 4,387 Applied Materials shares in Q1 2026, an estimated $1.48M.
Applied Materials made up 1.98% of Boomfish Wealth Group's portfolio in Q1 2026, its #12 holding.
Boomfish Wealth Group first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's Applied Materials position peaked at $3.91M in Q4 2025.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.