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Gibbs Wealth Management’s Applied Materials AMAT Stock Holding History

Gibbs Wealth 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 		$6.12M Buy
17,898
+14,007
+360% +$4.71M 0.8% 23
2025
Q4 		$1.17M Sell
3,891
-2,442
-39% -$585K 0.28% 71
2025
Q3 		$1.3M Sell
6,333
-1,251
-16% -$227K 0.29% 71
2025
Q2 		$1.39M Buy
7,584
+2,247
+42% +$356K 0.27% 84
2025
Q1 		$775K Buy
5,337
+1,574
+42% +$265K 0.19% 122
2024
Q4 		$612K Buy
3,763
+383
+11% +$69.4K 0.17% 138
2024
Q3 		$683K Buy
3,380
+988
+41% +$203K 0.22% 103
2024
Q2 		$564K Buy
2,392
+393
+20% +$84.4K 0.23% 105
2024
Q1 		$412K Buy
+1,999
New +$367K 0.24% 108

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gibbs Wealth Management's AMAT Position: Q1 2026 in Review

Gibbs Wealth Management increased its Applied Materials (AMAT) stake by 360% in Q1 2026, buying an estimated $4.71M and bringing the position to 17,898 shares worth $6.12M. The position accounts for 0.8% of the portfolio, ranked #23.

Gibbs Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 2,953 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Gibbs Wealth Management held 17,898 shares of Applied Materials worth $6.12M as of Q1 2026.
  • Gibbs Wealth Management bought 14,007 Applied Materials shares in Q1 2026, an estimated $4.71M.
  • Applied Materials made up 0.8% of Gibbs Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Gibbs Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

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