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Liberty Wealth Management’s Applied Materials AMAT Stock Holding History

Liberty Wealth Management’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 		$5.42M Sell
15,869
-3,081
-16% -$1.04M 0.68% 37
2025
Q4 		$4.87M Buy
18,950
+31
+0.2% +$7.43K 0.63% 41
2025
Q3 		$3.87M Sell
18,919
-41
-0.2% -$7.44K 0.55% 47
2025
Q2 		$3.47M Buy
18,960
+106
+0.6% +$16.8K 0.54% 45
2025
Q1 		$2.74M Buy
18,854
+553
+3% +$93K 0.52% 43
2024
Q4 		$2.98M Sell
18,301
-3,826
-17% -$693K 0.5% 47
2024
Q3 		$4.47M Buy
22,127
+204
+0.9% +$41.8K 0.76% 35
2024
Q2 		$5.17M Buy
21,923
+121
+0.6% +$26K 0.95% 29
2024
Q1 		$4.5M Buy
21,802
+423
+2% +$77.6K 0.88% 29
2023
Q4 		$3.46M Sell
21,379
-263
-1% -$38.6K 0.74% 30
2023
Q3 		$3M Buy
21,642
+416
+2% +$59.7K 0.75% 34
2023
Q2 		$3.07M Buy
21,226
+48
+0.2% +$6.01K 0.76% 30
2023
Q1 		$2.6M Buy
+21,178
New +$2.43M 0.54% 44
2022
Q3 		$1.1M Buy
+13,437
New +$1.3M 0.29% 48
2021
Q4 		– Sell
-1,002
Closed -$138K – 200
2021
Q3 		$138K Buy
1,002
+617
+160% +$83.8K 0.05% 227
2021
Q2 		$55K Buy
385
+246
+177% +$33K 0.02% 301
2021
Q1 		$14K Hold
139
– – 0.01% 520
2020
Q4 		$14K Buy
139
+62
+81% +$4.58K 0.01% 517
2020
Q3 		$5K Hold
77
– – ﹤0.01% 613
2020
Q2 		$5K Sell
77
-593
-89% -$32K ﹤0.01% 590
2020
Q1 		$31K Buy
670
+593
+770% +$34.1K 0.03% 277
2019
Q4 		$4K Hold
77
– – ﹤0.01% 688
2019
Q3 		$4K Buy
+77
New +$3.72K ﹤0.01% 657
2019
Q1 		– Sell
-351
Closed -$11K – 723
2018
Q4 		$11K Buy
+351
New +$12K 0.01% 408

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

Liberty Wealth Management's AMAT Position: Q1 2026 in Review

Liberty Wealth Management reduced its Applied Materials (AMAT) stake by 16% in Q1 2026, selling an estimated $1.04M and leaving 15,869 shares worth $5.42M. The position accounts for 0.68% of the portfolio, ranked #37.

Liberty Wealth Management first reported a position in AMAT in Q4 2018 and has held it in 24 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Liberty Wealth Management held 15,869 shares of Applied Materials worth $5.42M as of Q1 2026.
  • Liberty Wealth Management sold 3,081 Applied Materials shares in Q1 2026, an estimated $1.04M.
  • Applied Materials made up 0.68% of Liberty Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Liberty Wealth Management first reported a position in Applied Materials in Q4 2018 and has held it in 24 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.