JWM
AMAT icon

Jeppson Wealth Management’s Applied Materials AMAT Stock Holding History

Jeppson Wealth Management’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 		$291K Sell
850
-5
-0.6% -$1.68K 0.09% 178
2025
Q4 		$220K Buy
+855
New +$205K 0.07% 207
2020
Q4 		– Sell
-750
Closed -$45K – 149
2020
Q3 		$45K Buy
+750
New +$46.3K 0.04% 232

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

Jeppson Wealth Management's AMAT Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Applied Materials (AMAT) stake by 0.58% in Q1 2026, selling an estimated $1.68K and leaving 850 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #178.

Jeppson Wealth Management first reported a position in AMAT in Q3 2020 and has held it in 3 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Jeppson Wealth Management held 850 shares of Applied Materials worth $291K as of Q1 2026.
  • Jeppson Wealth Management sold 5 Applied Materials shares in Q1 2026, an estimated $1.68K.
  • Applied Materials made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Jeppson Wealth Management first reported a position in Applied Materials in Q3 2020 and has held it in 3 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.