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Ironvine Capital Partners’s Applied Materials AMAT Stock Holding History

Ironvine Capital Partners’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 		$13.5M Sell
39,430
-6,989
-15% -$2.35M 1.48% 23
2025
Q4 		$11.9M Sell
46,419
-425
-0.9% -$102K 1.19% 23
2025
Q3 		$9.59M Sell
46,844
-180
-0.4% -$32.7K 0.95% 26
2025
Q2 		$8.61M Buy
47,024
+1,728
+4% +$274K 0.89% 29
2025
Q1 		$6.57M Buy
45,296
+13,442
+42% +$2.26M 0.71% 30
2024
Q4 		$5.18M Buy
31,854
+27,922
+710% +$5.06M 0.56% 30
2024
Q3 		$794K Buy
+3,932
New +$806K 0.09% 39

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

Ironvine Capital Partners's AMAT Position: Q1 2026 in Review

Ironvine Capital Partners reduced its Applied Materials (AMAT) stake by 15% in Q1 2026, selling an estimated $2.35M and leaving 39,430 shares worth $13.5M. The position accounts for 1.48% of the portfolio, ranked #23.

Ironvine Capital Partners first reported a position in AMAT in Q3 2024 and has held it in 7 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Ironvine Capital Partners held 39,430 shares of Applied Materials worth $13.5M as of Q1 2026.
  • Ironvine Capital Partners sold 6,989 Applied Materials shares in Q1 2026, an estimated $2.35M.
  • Applied Materials made up 1.48% of Ironvine Capital Partners's portfolio in Q1 2026, its #23 holding.
  • Ironvine Capital Partners first reported a position in Applied Materials in Q3 2024 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 Ironvine Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.