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Jaffetilchin Investment Partners’s Applied Materials AMAT Stock Holding History

Jaffetilchin Investment 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 		$361K Sell
1,057
-30
-3% -$10.1K 0.02% 326
2025
Q4 		$279K Buy
1,087
+28
+3% +$6.71K 0.02% 374
2025
Q3 		$217K Sell
1,059
-176
-14% -$31.9K 0.01% 412
2025
Q2 		$226K Buy
+1,235
New +$196K 0.01% 390
2024
Q4 		– Sell
-856
Closed -$173K – 410
2024
Q3 		$173K Buy
+856
New +$176K 0.01% 381
2022
Q2 		– Sell
-2,495
Closed -$266K – 325
2022
Q1 		$266K Sell
2,495
-47
-2% -$6.47K 0.03% 276
2021
Q4 		$400K Buy
2,542
+27
+1% +$3.91K 0.04% 241
2021
Q3 		$324K Buy
2,515
+209
+9% +$28.4K 0.03% 260
2021
Q2 		$328K Buy
+2,306
New +$309K 0.02% 311
2018
Q2 		– Sell
-30,977
Closed -$1.72M – 295
2018
Q1 		$1.72M Buy
30,977
+11,276
+57% +$628K 0.39% 38
2017
Q4 		$1.01M Sell
19,701
-11,693
-37% -$633K 0.34% 58
2017
Q3 		$1.64M Buy
31,394
+5,097
+19% +$230K 0.39% 41
2017
Q2 		$1.09M Buy
26,297
+8,409
+47% +$357K 0.37% 49
2017
Q1 		$696K Sell
17,888
-2,259
-11% -$81.1K 0.18% 94
2016
Q4 		$650K Buy
20,147
+8,062
+67% +$245K 0.19% 87
2016
Q3 		$364K Buy
+12,085
New +$337K 0.12% 132
2015
Q2 		– Sell
-23,434
Closed -$529K – 195
2015
Q1 		$529K Buy
23,434
+174
+0.7% +$4.17K 0.16% 102
2014
Q4 		$580K Buy
+23,260
New +$525K 0.19% 77

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

Jaffetilchin Investment Partners's AMAT Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Applied Materials (AMAT) stake by 2.8% in Q1 2026, selling an estimated $10.1K and leaving 1,057 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #326.

Jaffetilchin Investment Partners first reported a position in AMAT in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2018. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,057 shares of Applied Materials worth $361K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 30 Applied Materials shares in Q1 2026, an estimated $10.1K.
  • Applied Materials made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #326 holding.
  • Jaffetilchin Investment Partners first reported a position in Applied Materials in Q4 2014 and has held it in 18 quarters since.
  • Jaffetilchin Investment Partners's Applied Materials position peaked at $1.72M in Q1 2018.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.