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GeoWealth Management’s Applied Materials AMAT Stock Holding History

GeoWealth 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
2026
Q1 		$4.79M Buy
13,999
+724
+5% +$244K 0.17% 74
2025
Q4 		$3.41M Sell
13,275
-414
-3% -$99.3K 0.13% 107
2025
Q3 		$2.8M Buy
13,689
+7,032
+106% +$1.28M 0.1% 130
2025
Q2 		$1.22M Sell
6,657
-911
-12% -$144K 0.05% 219
2025
Q1 		$1.1M Buy
7,568
+1,230
+19% +$207K 0.04% 237
2024
Q4 		$1.03M Buy
6,338
+1,208
+24% +$219K 0.03% 287
2024
Q3 		$1.04M Sell
5,130
-4,154
-45% -$852K 0.04% 299
2024
Q2 		$2.19M Buy
9,284
+69
+0.7% +$14.8K 0.1% 151
2024
Q1 		$1.9M Buy
9,215
+975
+12% +$179K 0.07% 180
2023
Q4 		$1.33M Buy
+8,240
New +$1.21M 0.11% 182

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

GeoWealth Management's AMAT Position: Q1 2026 in Review

GeoWealth Management increased its Applied Materials (AMAT) stake by 5.5% in Q1 2026, buying an estimated $244K and bringing the position to 13,999 shares worth $4.79M. The position accounts for 0.17% of the portfolio, ranked #74.

GeoWealth Management first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • GeoWealth Management held 13,999 shares of Applied Materials worth $4.79M as of Q1 2026.
  • GeoWealth Management bought 724 Applied Materials shares in Q1 2026, an estimated $244K.
  • Applied Materials made up 0.17% of GeoWealth Management's portfolio in Q1 2026, its #74 holding.
  • GeoWealth Management first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.