KA
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Klingman & Associates’s Applied Materials AMAT Stock Holding History

Klingman & Associates’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 		$3.58M Buy
10,463
+71
+0.7% +$23.9K 0.17% 56
2025
Q4 		$2.67M Buy
10,392
+128
+1% +$30.7K 0.13% 68
2025
Q3 		$2.1M Sell
10,264
-8,346
-45% -$1.51M 0.11% 80
2025
Q2 		$3.41M Buy
18,610
+167
+0.9% +$26.5K 0.19% 53
2025
Q1 		$2.68M Buy
18,443
+446
+2% +$75K 0.16% 60
2024
Q4 		$2.93M Sell
17,997
-6
-0% -$1.09K 0.18% 54
2024
Q3 		$3.64M Sell
18,003
-7
-0% -$1.44K 0.23% 51
2024
Q2 		$4.25M Buy
18,010
+16
+0.1% +$3.44K 0.29% 44
2024
Q1 		$3.71M Buy
17,994
+44
+0.2% +$8.07K 0.26% 44
2023
Q4 		$2.91M Sell
17,950
-2,242
-11% -$329K 0.21% 50
2023
Q3 		$2.8M Buy
20,192
+4,390
+28% +$630K 0.23% 51
2023
Q2 		$2.28M Buy
15,802
+140
+0.9% +$17.5K 0.18% 52
2023
Q1 		$1.92M Sell
15,662
-83
-0.5% -$9.53K 0.17% 58
2022
Q4 		$1.53M Sell
15,745
-49
-0.3% -$4.7K 0.13% 62
2022
Q3 		$1.29M Buy
15,794
+144
+0.9% +$13.9K 0.13% 64
2022
Q2 		$1.42M Sell
15,650
-15
-0.1% -$1.65K 0.14% 63
2022
Q1 		$2.06M Buy
15,665
+6,981
+80% +$961K 0.18% 52
2021
Q4 		$1.37M Buy
8,684
+29
+0.3% +$4.2K 0.12% 61
2021
Q3 		$1.11M Sell
8,655
-12
-0.1% -$1.63K 0.1% 66
2021
Q2 		$1.23M Buy
8,667
+61
+0.7% +$8.19K 0.12% 60
2021
Q1 		$1.15M Buy
8,606
+10
+0.1% +$1.1K 0.12% 58
2020
Q4 		$742K Hold
8,596
– – 0.09% 74
2020
Q3 		$511K Buy
+8,596
New +$531K 0.07% 80

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

Klingman & Associates's AMAT Position: Q1 2026 in Review

Klingman & Associates increased its Applied Materials (AMAT) stake by 0.68% in Q1 2026, buying an estimated $23.9K and bringing the position to 10,463 shares worth $3.58M. The position accounts for 0.17% of the portfolio, ranked #56.

Klingman & Associates first reported a position in AMAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.25M in Q2 2024. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Klingman & Associates held 10,463 shares of Applied Materials worth $3.58M as of Q1 2026.
  • Klingman & Associates bought 71 Applied Materials shares in Q1 2026, an estimated $23.9K.
  • Applied Materials made up 0.17% of Klingman & Associates's portfolio in Q1 2026, its #56 holding.
  • Klingman & Associates first reported a position in Applied Materials in Q3 2020 and has held it in 23 quarters since.
  • Klingman & Associates's Applied Materials position peaked at $4.25M in Q2 2024.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.