Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Applied Materials AMAT Stock Holding History

Kovitz Investment Group 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 		$13.4M Sell
39,134
-28,192
-42% -$9.48M 0.31% 84
2025
Q4 		$17.3M Sell
67,326
-674,260
-91% -$162M 0.38% 62
2025
Q3 		$152M Buy
741,586
+19,840
+3% +$3.6M 0.59% 38
2025
Q2 		$132M Buy
721,746
+68,590
+11% +$10.9M 0.56% 44
2025
Q1 		$94.8M Buy
653,156
+126,138
+24% +$21.2M 0.48% 59
2024
Q4 		$85.7M Buy
527,018
+38,974
+8% +$7.06M 0.42% 65
2024
Q3 		$96.6M Buy
488,044
+346,670
+245% +$71.1M 0.69% 39
2024
Q2 		$33.4M Buy
141,374
+96,502
+215% +$20.7M 0.29% 62
2024
Q1 		$9.25M Buy
44,872
+10,094
+29% +$1.85M 0.12% 129
2023
Q4 		$5.64M Buy
34,778
+764
+2% +$112K 0.09% 135
2023
Q3 		$4.71M Sell
34,014
-718
-2% -$103K 0.08% 150
2023
Q2 		$5.02M Sell
34,732
-12,732
-27% -$1.59M 0.07% 155
2023
Q1 		$5.83M Sell
47,464
-4,765
-9% -$547K 0.1% 125
2022
Q4 		$5.09M Sell
52,229
-5,186
-9% -$498K 0.1% 153
2022
Q3 		$4.7M Buy
57,415
+1,331
+2% +$128K 0.11% 149
2022
Q2 		$5.1M Buy
56,084
+7,394
+15% +$811K 0.11% 141
2022
Q1 		$6.42M Buy
48,690
+8,377
+21% +$1.15M 0.12% 129
2021
Q4 		$3.48M Buy
40,313
+233
+0.6% +$33.8K 0.08% 157
2021
Q3 		$5.16M Sell
40,080
-945
-2% -$128K 0.1% 144
2021
Q2 		$5.84M Buy
41,025
+2,795
+7% +$375K 0.12% 141
2021
Q1 		$5.11M Sell
38,230
-2,083
-5% -$230K 0.12% 132
2020
Q4 		$3.48M Sell
40,313
-4,377
-10% -$324K 0.08% 154
2020
Q3 		$2.66M Buy
44,690
+20,965
+88% +$1.3M 0.07% 166
2020
Q2 		$1.43M Buy
+23,725
New +$1.28M 0.04% 210

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

Kovitz Investment Group Partners's AMAT Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Applied Materials (AMAT) stake by 42% in Q1 2026, selling an estimated $9.48M and leaving 39,134 shares worth $13.4M. The position accounts for 0.31% of the portfolio, ranked #84.

Kovitz Investment Group Partners first reported a position in AMAT in Q2 2020 and has held it in 24 quarters since. The position peaked at $152M in Q3 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Kovitz Investment Group Partners held 39,134 shares of Applied Materials worth $13.4M as of Q1 2026.
  • Kovitz Investment Group Partners sold 28,192 Applied Materials shares in Q1 2026, an estimated $9.48M.
  • Applied Materials made up 0.31% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #84 holding.
  • Kovitz Investment Group Partners first reported a position in Applied Materials in Q2 2020 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's Applied Materials position peaked at $152M in Q3 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

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