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Kaizen Financial Strategies’s Applied Materials AMAT Stock Holding History

Kaizen Financial Strategies’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 		$871K Sell
2,234
-9
-0.4% -$3.03K 0.37% 48
2025
Q4 		$577K Sell
2,243
-326
-13% -$78.2K 0.25% 71
2025
Q3 		$600K Sell
2,569
-860
-25% -$156K 0.27% 70
2025
Q2 		$628K Buy
3,429
+76
+2% +$12K 0.32% 62
2025
Q1 		$487K Sell
3,353
-98
-3% -$16.5K 0.28% 68
2024
Q4 		$561K Buy
3,451
+2
+0.1% +$362 0.32% 54
2024
Q3 		$697K Sell
3,449
-209
-6% -$42.9K 0.4% 45
2024
Q2 		$720K Buy
3,658
+47
+1% +$10.1K 0.45% 40
2024
Q1 		$745K Sell
3,611
-122
-3% -$22.4K 0.51% 36
2023
Q4 		$605K Buy
3,733
+72
+2% +$10.6K 0.46% 39
2023
Q3 		$507K Sell
3,661
-2,555
-41% -$366K 0.43% 40
2023
Q2 		$863K Sell
6,216
-4,139
-40% -$518K 0.74% 27
2023
Q1 		$1.27M Sell
10,355
-435
-4% -$50K 1.25% 18
2022
Q4 		$1.19M Sell
10,790
-1,647
-13% -$158K 1.17% 27
2022
Q3 		$1.02M Sell
12,437
-1,023
-8% -$98.6K 1.03% 29
2022
Q2 		$1.23M Sell
13,460
-102
-0.8% -$11.2K 1.21% 26
2022
Q1 		$1.79M Buy
13,562
+216
+2% +$29.7K 1.4% 21
2021
Q4 		$2.1M Buy
13,346
+6,459
+94% +$936K 1.57% 16
2021
Q3 		$887K Buy
+6,887
New +$935K 0.71% 45
2021
Q1 		$1.12M Buy
8,386
+86
+1% +$9.48K 1.07% 26
2020
Q4 		$716K Buy
+8,300
New +$614K 0.8% 37

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

Kaizen Financial Strategies's AMAT Position: Q1 2026 in Review

Kaizen Financial Strategies reduced its Applied Materials (AMAT) stake by 0.4% in Q1 2026, selling an estimated $3.03K and leaving 2,234 shares worth $871K. The position accounts for 0.37% of the portfolio, ranked #48.

Kaizen Financial Strategies first reported a position in AMAT in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.1M in Q4 2021. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Kaizen Financial Strategies held 2,234 shares of Applied Materials worth $871K as of Q1 2026.
  • Kaizen Financial Strategies sold 9 Applied Materials shares in Q1 2026, an estimated $3.03K.
  • Applied Materials made up 0.37% of Kaizen Financial Strategies's portfolio in Q1 2026, its #48 holding.
  • Kaizen Financial Strategies first reported a position in Applied Materials in Q4 2020 and has held it in 21 quarters since.
  • Kaizen Financial Strategies's Applied Materials position peaked at $2.1M in Q4 2021.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.