Frank Rimerman Advisors’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.78M Buy
22,749
+27
+0.1% +$9.08K 0.51% 28
2025
Q4
$5.84M Buy
22,722
+335
+1% +$80.3K 0.37% 43
2025
Q3
$4.58M Sell
22,387
-56
-0.2% -$10.2K 0.29% 53
2025
Q2
$4.11M Buy
22,443
+11,753
+110% +$1.86M 0.28% 54
2025
Q1
$1.55M Sell
10,690
-6,868
-39% -$1.15M 0.12% 135
2024
Q4
$2.86M Sell
17,558
-1,595
-8% -$289K 0.21% 74
2024
Q3
$3.87M Sell
19,153
-2,309
-11% -$474K 0.27% 58
2024
Q2
$5.06M Buy
21,462
+21,381
+26,396% +$4.59M 0.36% 35
2024
Q1
$16.7K Hold
81
﹤0.01% 158
2023
Q4
$13.1K Buy
+81
New +$11.9K ﹤0.01% 160

Other funds holding AMAT

Frank Rimerman Advisors's AMAT Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Applied Materials (AMAT) stake by 0.12% in Q1 2026, buying an estimated $9.08K and bringing the position to 22,749 shares worth $7.78M. The position accounts for 0.51% of the portfolio, ranked #28.

Frank Rimerman Advisors first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Frank Rimerman Advisors held 22,749 shares of Applied Materials worth $7.78M as of Q1 2026.
  • Frank Rimerman Advisors bought 27 Applied Materials shares in Q1 2026, an estimated $9.08K.
  • Applied Materials made up 0.51% of Frank Rimerman Advisors's portfolio in Q1 2026, its #28 holding.
  • Frank Rimerman Advisors first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.