Foundations Investment Advisors’s Applied Materials AMAT Stock Holding History

Foundations Investment 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	$3.84M	Buy	11,227 +2,500	+29%	+$841K	0.05%	262
2025 Q4	$2.24M	Buy	8,727 +3,913	+81%	+$938K	0.03%	329
2025 Q3	$986K	Sell	4,814 -2,544	-35%	-$462K	0.01%	473
2025 Q2	$1.35M	Sell	7,358 -215	-3%	-$34.1K	0.02%	369
2025 Q1	$1.1M	Sell	7,573 -1,093	-13%	-$184K	0.02%	385
2024 Q4	$1.41M	Buy	8,666 +2,895	+50%	+$525K	0.03%	345
2024 Q3	$1.17M	Buy	5,771 +589	+11%	+$121K	0.02%	337
2024 Q2	$1.22M	Buy	5,182 +3,566	+221%	+$766K	0.03%	305
2024 Q1	$333K	Sell	1,616 -36	-2%	-$6.61K	0.01%	556
2023 Q4	$276K	Buy	+1,652	New	+$243K	0.01%	571

Other funds holding AMAT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return