First Foundation Advisors’s Applied Materials AMAT Stock Holding History

First Foundation 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	$11.8M	Buy	34,668 +15	+0%	+$5.05K	0.48%	40
2025 Q4	$8.91M	Sell	34,653 -4,218	-11%	-$1.01M	0.34%	54
2025 Q3	$7.96M	Sell	38,871 -40,665	-51%	-$7.38M	0.29%	57
2025 Q2	$14.6M	Sell	79,536 -13,994	-15%	-$2.22M	0.54%	42
2025 Q1	$13.6M	Sell	93,530 -5,120	-5%	-$861K	0.55%	42
2024 Q4	$16M	Buy	98,650 +1,608	+2%	+$291K	0.6%	37
2024 Q3	$19.6M	Sell	97,042 -4,932	-5%	-$1.01M	0.74%	29
2024 Q2	$24.1M	Buy	101,974 +5,184	+5%	+$1.11M	0.92%	25
2024 Q1	$20M	Sell	96,790 -2,846	-3%	-$522K	0.8%	32
2023 Q4	$16.1M	Sell	99,636 -8,418	-8%	-$1.24M	0.74%	35
2023 Q3	$15M	Buy	108,054 +7,680	+8%	+$1.1M	0.7%	37
2023 Q2	$14.5M	Sell	100,374 -11,087	-10%	-$1.39M	0.63%	47
2023 Q1	$13.7M	Sell	111,461 -19,789	-15%	-$2.27M	0.63%	49
2022 Q4	$12.8M	Sell	131,250 -29,022	-18%	-$2.78M	0.61%	44
2022 Q3	$13.1M	Sell	160,272 -112	-0.1%	-$10.8K	0.64%	42
2022 Q2	$14.6M	Buy	160,384 +23,916	+18%	+$2.62M	0.64%	35
2022 Q1	$18M	Buy	136,468 +14,859	+12%	+$2.05M	0.65%	41
2021 Q4	$19.1M	Buy	121,609 +117,779	+3,075%	+$17.1M	0.66%	44
2021 Q3	$493K	Buy	3,830 +594	+18%	+$80.6K	0.02%	276
2021 Q2	$461K	Sell	3,236 -881	-21%	-$118K	0.02%	296
2021 Q1	$550K	Sell	4,117 -295	-7%	-$32.5K	0.02%	256
2020 Q4	$381K	Buy	4,412 +460	+12%	+$34K	0.02%	301
2020 Q3	$235K	Sell	3,952 -12	-0.3%	-$741	0.01%	334
2020 Q2	$240K	Sell	3,964 -893	-18%	-$48.2K	0.01%	307
2020 Q1	$223K	Buy	4,857 +1,370	+39%	+$78.7K	0.01%	310
2019 Q4	$213K	Buy	+3,487	New	+$196K	0.01%	328
2019 Q3	–	Sell	-5,586	Closed	-$251K	–	359
2019 Q2	$251K	Sell	5,586 -570	-9%	-$24K	0.01%	297
2019 Q1	$244K	Buy	+6,156	New	+$234K	0.01%	290
2018 Q4	–	Sell	-5,644	Closed	-$218K	–	380
2018 Q3	$218K	Buy	5,644 +92	+2%	+$4.07K	0.01%	322
2018 Q2	$256K	Hold	5,552	–	–	0.02%	282
2018 Q1	$309K	Sell	5,552 -2,322	-29%	-$129K	0.02%	259
2017 Q4	$403K	Buy	+7,874	New	+$427K	0.02%	242

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

First Foundation Advisors's AMAT Position: Q1 2026 in Review

First Foundation Advisors increased its Applied Materials (AMAT) stake by 0.04% in Q1 2026, buying an estimated $5.05K and bringing the position to 34,668 shares worth $11.8M. The position accounts for 0.48% of the portfolio, ranked #40.

First Foundation Advisors first reported a position in AMAT in Q4 2017 and has held it in 32 quarters since. The position peaked at $24.1M in Q2 2024. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

First Foundation Advisors held 34,668 shares of Applied Materials worth $11.8M as of Q1 2026.
First Foundation Advisors bought 15 Applied Materials shares in Q1 2026, an estimated $5.05K.
Applied Materials made up 0.48% of First Foundation Advisors's portfolio in Q1 2026, its #40 holding.
First Foundation Advisors first reported a position in Applied Materials in Q4 2017 and has held it in 32 quarters since.
First Foundation Advisors's Applied Materials position peaked at $24.1M in Q2 2024.
2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.