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Galvin Gaustad & Stein’s Applied Materials AMAT Stock Holding History

Galvin Gaustad & Stein’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 		$405K Sell
1,185
-38
-3% -$12.8K 0.03% 190
2025
Q4 		$314K Buy
1,223
+123
+11% +$29.5K 0.02% 209
2025
Q3 		$225K Hold
1,100
– – 0.02% 196
2025
Q2 		$201K Buy
+1,100
New +$174K 0.02% 189

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

Galvin Gaustad & Stein's AMAT Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Applied Materials (AMAT) stake by 3.1% in Q1 2026, selling an estimated $12.8K and leaving 1,185 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #190.

Galvin Gaustad & Stein first reported a position in AMAT in Q2 2025 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Galvin Gaustad & Stein held 1,185 shares of Applied Materials worth $405K as of Q1 2026.
  • Galvin Gaustad & Stein sold 38 Applied Materials shares in Q1 2026, an estimated $12.8K.
  • Applied Materials made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #190 holding.
  • Galvin Gaustad & Stein first reported a position in Applied Materials in Q2 2025 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.