IMA Advisory Services’s Applied Materials AMAT Stock Holding History

IMA Advisory Services’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	$3.71M	Sell	10,850 -113	-1%	-$38K	0.36%	60
2025 Q4	$2.82M	Sell	10,963 -22	-0.2%	-$5.27K	0.27%	75
2025 Q3	$2.25M	Buy	10,985 +491	+5%	+$89.1K	0.23%	79
2025 Q2	$1.92M	Buy	10,494 +4,524	+76%	+$717K	0.21%	85
2025 Q1	$866K	Buy	+5,970	New	+$1M	0.1%	126
2023 Q1	–	Sell	-20	Closed	-$1.95K	–	316
2022 Q4	$1.95K	Buy	+20	New	+$1.92K	﹤0.01%	306
2016 Q3	–	Sell	-8,644	Closed	-$207K	–	109
2016 Q2	$207K	Buy	+8,644	New	+$191K	0.13%	101

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

IMA Advisory Services's AMAT Position: Q1 2026 in Review

IMA Advisory Services reduced its Applied Materials (AMAT) stake by 1% in Q1 2026, selling an estimated $38K and leaving 10,850 shares worth $3.71M. The position accounts for 0.36% of the portfolio, ranked #60.

IMA Advisory Services first reported a position in AMAT in Q2 2016 and has held it in 7 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

IMA Advisory Services held 10,850 shares of Applied Materials worth $3.71M as of Q1 2026.
IMA Advisory Services sold 113 Applied Materials shares in Q1 2026, an estimated $38K.
Applied Materials made up 0.36% of IMA Advisory Services's portfolio in Q1 2026, its #60 holding.
IMA Advisory Services first reported a position in Applied Materials in Q2 2016 and has held it in 7 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.