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Jessup Wealth Management’s Applied Materials AMAT Stock Holding History

Jessup 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 		$850K Sell
2,487
-119
-5% -$40K 0.31% 36
2025
Q4 		$670K Sell
2,606
-46
-2% -$11K 0.22% 48
2025
Q3 		$543K Sell
2,652
-200
-7% -$36.3K 0.2% 46
2025
Q2 		$522K Sell
2,852
-177
-6% -$28K 0.21% 49
2025
Q1 		$440K Sell
3,029
-38
-1% -$6.39K 0.18% 51
2024
Q4 		$499K Sell
3,067
-61
-2% -$11.1K 0.21% 42
2024
Q3 		$632K Sell
3,128
-16
-0.5% -$3.28K 0.29% 37
2024
Q2 		$742K Sell
3,144
-50
-2% -$10.7K 0.32% 38
2024
Q1 		$659K Sell
3,194
-156
-5% -$28.6K 0.28% 41
2023
Q4 		$543K Buy
3,350
+7
+0.2% +$1.03K 0.27% 39
2023
Q3 		$463K Sell
3,343
-43,231
-93% -$6.2M 0.27% 42
2023
Q2 		$6.73M Buy
46,574
+43,765
+1,558% +$5.48M 3.6% 7
2023
Q1 		$345K Buy
2,809
+42
+2% +$4.82K 0.2% 53
2022
Q4 		$269K Buy
+2,767
New +$266K 0.17% 53

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

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

Jessup Wealth Management reduced its Applied Materials (AMAT) stake by 4.6% in Q1 2026, selling an estimated $40K and leaving 2,487 shares worth $850K. The position accounts for 0.31% of the portfolio, ranked #36.

Jessup Wealth Management first reported a position in AMAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.73M in Q2 2023. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Jessup Wealth Management held 2,487 shares of Applied Materials worth $850K as of Q1 2026.
  • Jessup Wealth Management sold 119 Applied Materials shares in Q1 2026, an estimated $40K.
  • Applied Materials made up 0.31% of Jessup Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Jessup Wealth Management first reported a position in Applied Materials in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's Applied Materials position peaked at $6.73M in Q2 2023.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.