Gerber Kawasaki Wealth & Investment Management’s Applied Materials AMAT Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$819K	Sell	2,397 -282	-11%	-$94.9K	0.03%	173
2025 Q4	$689K	Buy	2,679 +1,169	+77%	+$280K	0.02%	182
2025 Q3	$309K	Buy	1,510 +402	+36%	+$72.9K	0.01%	269
2025 Q2	$203K	Buy	+1,108	New	+$176K	0.01%	302
2024 Q4	–	Sell	-990	Closed	-$200K	–	284
2024 Q3	$200K	Buy	990 +40	+4%	+$8.2K	0.01%	278
2024 Q2	$224K	Sell	950 -8	-0.8%	-$1.72K	0.01%	258
2024 Q1	$198K	Buy	+958	New	+$176K	0.01%	268
2021 Q4	–	Sell	-1,328	Closed	-$170K	–	313
2021 Q3	$170K	Buy	+1,328	New	+$180K	0.02%	193

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AMAT Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Applied Materials (AMAT) stake by 11% in Q1 2026, selling an estimated $94.9K and leaving 2,397 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #173.

Gerber Kawasaki Wealth & Investment Management first reported a position in AMAT in Q3 2021 and has held it in 8 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 2,397 shares of Applied Materials worth $819K as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 282 Applied Materials shares in Q1 2026, an estimated $94.9K.
Applied Materials made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #173 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Applied Materials in Q3 2021 and has held it in 8 quarters since.
2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.