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Geller Advisors’s Applied Materials AMAT Stock Holding History

Geller 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
2024
Q4 		$522K Buy
3,212
+90
+3% +$16.3K 0.03% 126
2024
Q3 		$631K Sell
3,122
-1,259
-29% -$258K 0.04% 110
2024
Q2 		$1.03M Sell
4,381
-40
-0.9% -$8.59K 0.08% 70
2024
Q1 		$912K Buy
4,421
+92
+2% +$16.9K 0.07% 82
2023
Q4 		$702K Sell
4,329
-41
-0.9% -$6.02K 0.07% 91
2023
Q3 		$605K Sell
4,370
-48
-1% -$6.88K 0.07% 90
2023
Q2 		$639K Buy
4,418
+931
+27% +$117K 0.08% 86
2023
Q1 		$428K Buy
3,487
+576
+20% +$66.1K 0.06% 85
2022
Q4 		$283K Buy
2,911
+261
+10% +$25K 0.05% 103
2022
Q3 		$217K Sell
2,650
-52
-2% -$5.01K 0.05% 119
2022
Q2 		$246K Sell
2,702
-9
-0.3% -$987 0.05% 111
2022
Q1 		$357K Sell
2,711
-110
-4% -$15.1K 0.07% 86
2021
Q4 		$444K Sell
2,821
-6
-0.2% -$869 0.09% 71
2021
Q3 		$364K Sell
2,827
-15
-0.5% -$2.04K 0.08% 82
2021
Q2 		$405K Buy
2,842
+54
+2% +$7.25K 0.09% 65
2021
Q1 		$372K Buy
2,788
+769
+38% +$84.8K 0.09% 66
2020
Q4 		$213K Buy
+2,019
New +$149K 0.05% 106

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's AMAT Position: Q4 2024 in Review

Geller Advisors increased its Applied Materials (AMAT) stake by 2.9% in Q4 2024, buying an estimated $16.3K and bringing the position to 3,212 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #126.

Geller Advisors first reported a position in AMAT in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.03M in Q2 2024. 2,229 funds tracked by Wall St. Rank hold AMAT as of Q4 2024.

  • Geller Advisors held 3,212 shares of Applied Materials worth $522K as of Q4 2024.
  • Geller Advisors bought 90 Applied Materials shares in Q4 2024, an estimated $16.3K.
  • Applied Materials made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #126 holding.
  • Geller Advisors first reported a position in Applied Materials in Q4 2020 and has held it in 17 quarters since.
  • Geller Advisors's Applied Materials position peaked at $1.03M in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Applied Materials as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.