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Herold Advisors’s Applied Materials AMAT Stock Holding History

Herold 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
2026
Q1 		$719K Sell
2,104
-834
-28% -$281K 0.16% 137
2025
Q4 		$755K Sell
2,938
-123
-4% -$29.5K 0.17% 131
2025
Q3 		$627K Sell
3,061
-680
-18% -$123K 0.15% 148
2025
Q2 		$685K Buy
3,741
+396
+12% +$62.7K 0.14% 157
2025
Q1 		$485K Buy
+3,345
New +$562K 0.11% 183
2024
Q3 		– Sell
-2,816
Closed -$665K – 273
2024
Q2 		$665K Buy
+2,816
New +$605K 0.15% 154

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

Herold Advisors's AMAT Position: Q1 2026 in Review

Herold Advisors reduced its Applied Materials (AMAT) stake by 28% in Q1 2026, selling an estimated $281K and leaving 2,104 shares worth $719K. The position accounts for 0.16% of the portfolio, ranked #137.

Herold Advisors first reported a position in AMAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $755K in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Herold Advisors held 2,104 shares of Applied Materials worth $719K as of Q1 2026.
  • Herold Advisors sold 834 Applied Materials shares in Q1 2026, an estimated $281K.
  • Applied Materials made up 0.16% of Herold Advisors's portfolio in Q1 2026, its #137 holding.
  • Herold Advisors first reported a position in Applied Materials in Q2 2024 and has held it in 6 quarters since.
  • Herold Advisors's Applied Materials position peaked at $755K in Q4 2025.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.