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Ethos Financial Group’s Applied Materials AMAT Stock Holding History

Ethos Financial 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 		$624K Buy
1,825
+803
+79% +$270K 0.05% 276
2025
Q4 		$263K Buy
+1,022
New +$245K 0.02% 417
2024
Q4 		– Sell
-1,433
Closed -$290K – 395
2024
Q3 		$290K Sell
1,433
-2,052
-59% -$421K 0.05% 212
2024
Q2 		$848K Buy
3,485
+1,674
+92% +$359K 0.15% 86
2024
Q1 		$373K Buy
+1,811
New +$332K 0.07% 179

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

Ethos Financial Group's AMAT Position: Q1 2026 in Review

Ethos Financial Group increased its Applied Materials (AMAT) stake by 79% in Q1 2026, buying an estimated $270K and bringing the position to 1,825 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #276.

Ethos Financial Group first reported a position in AMAT in Q1 2024 and has held it in 5 quarters since. The position peaked at $848K in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Ethos Financial Group held 1,825 shares of Applied Materials worth $624K as of Q1 2026.
  • Ethos Financial Group bought 803 Applied Materials shares in Q1 2026, an estimated $270K.
  • Applied Materials made up 0.05% of Ethos Financial Group's portfolio in Q1 2026, its #276 holding.
  • Ethos Financial Group first reported a position in Applied Materials in Q1 2024 and has held it in 5 quarters since.
  • Ethos Financial Group's Applied Materials position peaked at $848K in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.