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Gladstone Institutional Advisory’s Applied Materials AMAT Stock Holding History

Gladstone Institutional Advisory’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 		$2.11M Buy
6,176
+639
+12% +$215K 0.08% 255
2025
Q4 		$1.42M Sell
5,537
-166
-3% -$39.8K 0.05% 303
2025
Q3 		$1.17M Sell
5,703
-1,206
-17% -$219K 0.05% 335
2025
Q2 		$1.26M Sell
6,909
-3,272
-32% -$518K 0.05% 310
2025
Q1 		$1.48M Sell
10,181
-2,720
-21% -$457K 0.07% 269
2024
Q4 		$2.1M Sell
12,901
-2,310
-15% -$419K 0.1% 214
2024
Q3 		$3.07M Sell
15,211
-6,923
-31% -$1.42M 0.15% 163
2024
Q2 		$5.22M Buy
22,134
+2,445
+12% +$525K 0.27% 96
2024
Q1 		$4.06M Buy
19,689
+14,707
+295% +$2.7M 0.22% 124
2023
Q4 		$807K Buy
4,982
+1,444
+41% +$212K 0.05% 325
2023
Q3 		$490K Sell
3,538
-1,422
-29% -$204K 0.03% 393
2023
Q2 		$717K Buy
4,960
+1,209
+32% +$151K 0.04% 334
2023
Q1 		$461K Sell
3,751
-590
-14% -$67.8K 0.03% 424
2022
Q4 		$423K Sell
4,341
-5,254
-55% -$504K 0.03% 431
2022
Q3 		$786K Sell
9,595
-11,617
-55% -$1.12M 0.06% 314
2022
Q2 		$1.93M Buy
21,212
+2,258
+12% +$248K 0.15% 167
2022
Q1 		$2.5M Buy
18,954
+14,546
+330% +$2M 0.17% 158
2021
Q4 		$694K Sell
4,408
-47
-1% -$6.81K 0.05% 316
2021
Q3 		$573K Sell
4,455
-4,311
-49% -$585K 0.06% 297
2021
Q2 		$1.25M Buy
8,766
+1,116
+15% +$150K 0.15% 162
2021
Q1 		$1.02M Buy
+7,650
New +$844K 0.16% 142

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

Gladstone Institutional Advisory's AMAT Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Applied Materials (AMAT) stake by 12% in Q1 2026, buying an estimated $215K and bringing the position to 6,176 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #255.

Gladstone Institutional Advisory first reported a position in AMAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.22M in Q2 2024. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Gladstone Institutional Advisory held 6,176 shares of Applied Materials worth $2.11M as of Q1 2026.
  • Gladstone Institutional Advisory bought 639 Applied Materials shares in Q1 2026, an estimated $215K.
  • Applied Materials made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #255 holding.
  • Gladstone Institutional Advisory first reported a position in Applied Materials in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Applied Materials position peaked at $5.22M in Q2 2024.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.