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Focused Wealth Management’s Applied Materials AMAT Stock Holding History

Focused 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
2021
Q4 		– Sell
-4,800
Closed -$12K – 973
2021
Q3 		$12K Buy
+4,800
New +$652K ﹤0.01% 569
2020
Q3 		– Sell
-6,000
Closed -$8K – 773
2020
Q2 		$8K Buy
+6,000
New +$324K ﹤0.01% 511

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

Focused Wealth Management's AMAT Position: Q1 2026 in Review

Focused Wealth Management reduced its Applied Materials (AMAT) stake by 11% in Q1 2026, selling an estimated $137K and leaving 3,438 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #74.

Focused Wealth Management first reported a position in AMAT in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.4M in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Focused Wealth Management held 3,438 shares of Applied Materials worth $1.18M as of Q1 2026.
  • Focused Wealth Management sold 407 Applied Materials shares in Q1 2026, an estimated $137K.
  • Applied Materials made up 0.12% of Focused Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Focused Wealth Management first reported a position in Applied Materials in Q3 2013 and has held it in 44 quarters since.
  • Focused Wealth Management's Applied Materials position peaked at $1.4M in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.