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EP Wealth Advisors’s Applied Materials AMAT Stock Holding History

EP Wealth Advisors’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 		$20.1M Buy
58,736
+642
+1% +$216K 0.1% 135
2025
Q4 		$14.9M Buy
+58,094
New +$13.9M 0.08% 161
2025
Q2 		$11.5M Sell
62,557
-5,117
-8% -$811K 0.08% 171
2025
Q1 		$9.82M Buy
67,674
+3,305
+5% +$556K 0.08% 151
2024
Q4 		$10.5M Sell
64,369
-5,848
-8% -$1.06M 0.09% 137
2024
Q3 		$14.2M Buy
70,217
+11,365
+19% +$2.33M 0.12% 123
2024
Q2 		$13.9M Buy
58,852
+8,584
+17% +$1.84M 0.15% 103
2024
Q1 		$10.4M Buy
50,268
+2,366
+5% +$434K 0.12% 106
2023
Q4 		$7.76M Buy
47,902
+6,164
+15% +$906K 0.1% 125
2023
Q3 		$5.78M Buy
41,738
+5,950
+17% +$853K 0.09% 132
2023
Q2 		$5.95M Hold
35,788
– – 0.09% 134
2023
Q1 		$4.4M Buy
35,788
+17,260
+93% +$1.98M 0.08% 148
2022
Q4 		$1.8M Buy
18,528
+573
+3% +$55K 0.03% 227
2022
Q3 		$1.47M Buy
17,955
+12,710
+242% +$1.23M 0.03% 207
2022
Q2 		$477K Sell
5,245
-16
-0.3% -$1.75K 0.01% 381
2022
Q1 		$693K Buy
5,261
+632
+14% +$87K 0.02% 322
2021
Q4 		$728K Buy
4,629
+1,605
+53% +$233K 0.02% 296
2021
Q3 		$389K Sell
3,024
-474
-14% -$64.4K 0.01% 379
2021
Q2 		$498K Sell
3,498
-79
-2% -$10.6K 0.01% 339
2021
Q1 		$478K Sell
3,577
-1,445
-29% -$159K 0.02% 333
2020
Q4 		$433K Buy
5,022
+858
+21% +$63.4K 0.02% 293
2020
Q3 		$248K Buy
+4,164
New +$257K 0.01% 316
2020
Q1 		– Sell
-7,725
Closed -$472K – 366
2019
Q4 		$472K Buy
7,725
+2,697
+54% +$152K 0.02% 279
2019
Q3 		$251K Buy
+5,028
New +$243K 0.01% 306

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

EP Wealth Advisors's AMAT Position: Q1 2026 in Review

EP Wealth Advisors increased its Applied Materials (AMAT) stake by 1.1% in Q1 2026, buying an estimated $216K and bringing the position to 58,736 shares worth $20.1M. The position accounts for 0.1% of the portfolio, ranked #135.

EP Wealth Advisors first reported a position in AMAT in Q3 2019 and has held it in 24 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • EP Wealth Advisors held 58,736 shares of Applied Materials worth $20.1M as of Q1 2026.
  • EP Wealth Advisors bought 642 Applied Materials shares in Q1 2026, an estimated $216K.
  • Applied Materials made up 0.1% of EP Wealth Advisors's portfolio in Q1 2026, its #135 holding.
  • EP Wealth Advisors first reported a position in Applied Materials in Q3 2019 and has held it in 24 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.