Lee Financial’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308K | Hold |
900
| – | – | 0.04% | 123 |
|
|
2025
Q4 | $231K | Sell |
900
-500
| -36% | -$120K | 0.03% | 131 |
|
|
2025
Q3 | $287K | Buy |
+1,400
| New | +$254K | 0.04% | 153 |
|
|
2025
Q1 | – | Sell |
-1,326
| Closed | -$216K | – | 146 |
|
|
2024
Q4 | $216K | Sell |
1,326
-47
| -3% | -$8.52K | 0.03% | 167 |
|
|
2024
Q3 | $277K | Buy |
1,373
+420
| +44% | +$86.1K | 0.04% | 152 |
|
|
2024
Q2 | $225K | Buy |
+953
| New | +$205K | 0.04% | 131 |
|
|
2024
Q1 | – | Sell |
-953
| Closed | -$154K | – | 175 |
|
|
2023
Q4 | $154K | Sell |
953
-27
| -3% | -$3.97K | 0.03% | 151 |
|
|
2023
Q3 | $136K | Hold |
980
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $142K | Hold |
980
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $120K | Sell |
980
-257
| -21% | -$29.5K | 0.02% | 157 |
|
|
2022
Q4 | $120K | Buy |
1,237
+80
| +7% | +$7.68K | 0.02% | 179 |
|
|
2022
Q3 | $95K | Buy |
1,157
+7
| +0.6% | +$675 | 0.02% | 193 |
|
|
2022
Q2 | $105K | Sell |
1,150
-19
| -2% | -$2.08K | 0.02% | 184 |
|
|
2022
Q1 | $155K | Sell |
1,169
-83
| -7% | -$11.4K | 0.03% | 159 |
|
|
2021
Q4 | $197K | Buy |
1,252
+70
| +6% | +$10.1K | 0.04% | 142 |
|
|
2021
Q3 | $152K | Buy |
1,182
+13
| +1% | +$1.76K | 0.03% | 155 |
|
|
2021
Q2 | $166K | Buy |
1,169
+19
| +2% | +$2.55K | 0.04% | 149 |
|
|
2021
Q1 | $154K | Hold |
1,150
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $99K | Hold |
1,150
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $68K | Hold |
1,150
| – | – | 0.02% | 186 |
|
|
2020
Q2 | $70K | Buy |
1,150
+900
| +360% | +$48.6K | 0.02% | 166 |
|
|
2020
Q1 | $11K | Hold |
250
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $15K | Hold |
250
| – | – | ﹤0.01% | 285 |
|
|
2019
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 314 |
|
|
2019
Q2 | $11K | Sell |
250
-420
| -63% | -$17.7K | ﹤0.01% | 334 |
|
|
2019
Q1 | $27K | Hold |
670
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $22K | Hold |
670
| – | – | 0.01% | 218 |
|
|
2018
Q3 | $26K | Hold |
670
| – | – | 0.01% | 231 |
|
|
2018
Q2 | $31K | Hold |
670
| – | – | 0.01% | 294 |
|
|
2018
Q1 | $37K | Hold |
670
| – | – | 0.01% | 279 |
|
|
2017
Q4 | $34K | Hold |
670
| – | – | 0.01% | 212 |
|
|
2017
Q3 | $35K | Hold |
670
| – | – | 0.01% | 203 |
|
|
2017
Q2 | $28K | Hold |
670
| – | – | 0.01% | 223 |
|
|
2017
Q1 | $26K | Hold |
670
| – | – | 0.01% | 201 |
|
|
2016
Q4 | $22K | Buy |
+670
| New | +$20.4K | 0.01% | 219 |
|
Other funds holding AMAT
VCM
VPM
Lee Financial's AMAT Position: Q1 2026 in Review
Lee Financial held its Applied Materials (AMAT) position steady in Q1 2026 at 900 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #123.
Lee Financial first reported a position in AMAT in Q4 2016 and has held it in 35 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.
- Lee Financial held 900 shares of Applied Materials worth $308K as of Q1 2026.
- Lee Financial left its Applied Materials share count unchanged in Q1 2026.
- Applied Materials made up 0.04% of Lee Financial's portfolio in Q1 2026, its #123 holding.
- Lee Financial first reported a position in Applied Materials in Q4 2016 and has held it in 35 quarters since.
- 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.