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Lebenthal Global Advisors’s Applied Materials AMAT Stock Holding History

Lebenthal Global Advisors’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
2024
Q4 		– Sell
-100
Closed -$20.2K – 192
2024
Q3 		$20.2K Buy
+100
New +$20.5K ﹤0.01% 182

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

Lebenthal Global Advisors's AMAT Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Applied Materials (AMAT) stake by 23% in Q1 2026, buying an estimated $706K and bringing the position to 11,400 shares worth $3.9M. The position accounts for 0.57% of the portfolio, ranked #37.

Lebenthal Global Advisors first reported a position in AMAT in Q4 2020 and has held it in 16 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Lebenthal Global Advisors held 11,400 shares of Applied Materials worth $3.9M as of Q1 2026.
  • Lebenthal Global Advisors bought 2,100 Applied Materials shares in Q1 2026, an estimated $706K.
  • Applied Materials made up 0.57% of Lebenthal Global Advisors's portfolio in Q1 2026, its #37 holding.
  • Lebenthal Global Advisors first reported a position in Applied Materials in Q4 2020 and has held it in 16 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.