CTWM
AMAT icon

Cherry Tree Wealth Management’s Applied Materials AMAT Stock Holding History

Cherry Tree Wealth Management’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 		$90.3K Hold
264
– – 0.02% 220
2025
Q4 		$67.8K Hold
264
– – 0.01% 247
2025
Q3 		$54K Buy
264
+1
+0.4% +$181 0.01% 254
2025
Q2 		$48.1K Buy
263
+1
+0.4% +$158 0.01% 258
2025
Q1 		$38.1K Buy
262
+47
+22% +$7.9K 0.01% 277
2024
Q4 		$34.9K Buy
215
+1
+0.5% +$181 0.01% 278
2024
Q3 		$43.3K Hold
214
– – 0.01% 269
2024
Q2 		$50.5K Hold
214
– – 0.01% 250
2024
Q1 		$44K Buy
214
+1
+0.5% +$183 0.01% 255
2023
Q4 		$34.6K Hold
213
– – 0.01% 265
2023
Q3 		$29.5K Hold
213
– – 0.01% 264
2023
Q2 		$30.8K Buy
+213
New +$26.7K 0.01% 257

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherry Tree Wealth Management's AMAT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Applied Materials (AMAT) position steady in Q1 2026 at 264 shares worth $90.3K. The position accounts for 0.02% of the portfolio, ranked #220.

Cherry Tree Wealth Management first reported a position in AMAT in Q2 2023 and has held it in 12 quarters since. 2,939 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Cherry Tree Wealth Management held 264 shares of Applied Materials worth $90.3K as of Q1 2026.
  • Cherry Tree Wealth Management left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #220 holding.
  • Cherry Tree Wealth Management first reported a position in Applied Materials in Q2 2023 and has held it in 12 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.