Lido Advisors’s Applied Materials AMAT Stock Holding History

Lido 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
2026 Q1	$581K	Sell	1,700 -3,000	-64%	-$1.01M	﹤0.01%	1222
2025 Q4	$1.21M	Hold	4,700	–	–	﹤0.01%	927
2025 Q3	$962K	Buy	4,700 +1,300	+38%	+$236K	﹤0.01%	966
2025 Q2	$622K	Buy	3,400 +1,700	+100%	+$269K	﹤0.01%	1030
2025 Q1	$247K	Hold	1,700	–	–	﹤0.01%	1293
2024 Q4	$276K	Buy	1,700 +700	+70%	+$127K	﹤0.01%	1247
2024 Q3	$202K	Buy	+1,000	New	+$205K	﹤0.01%	1340
2024 Q1	–	Sell	-400	Closed	-$64.8K	–	1382
2023 Q4	$64.8K	Hold	400	–	–	﹤0.01%	1306
2023 Q3	$55.4K	Hold	400	–	–	﹤0.01%	1164
2023 Q2	$57.8K	Hold	400	–	–	﹤0.01%	1178
2023 Q1	$49.1K	Sell	400 -3,000	-88%	-$345K	﹤0.01%	1119
2022 Q4	$331K	Hold	3,400	–	–	﹤0.01%	760
2022 Q3	$278K	Buy	+3,400	New	+$328K	﹤0.01%	777
2022 Q2	–	Sell	-1,900	Closed	-$250K	–	930
2022 Q1	$250K	Buy	1,900 +400	+27%	+$55.1K	﹤0.01%	876
2021 Q4	$236K	Buy	+1,500	New	+$217K	﹤0.01%	905
2021 Q3	–	Sell	-4,200	Closed	-$598K	–	960
2021 Q2	$598K	Hold	4,200	–	–	0.01%	493
2021 Q1	$561K	Hold	4,200	–	–	0.01%	478
2020 Q4	$362K	Hold	4,200	–	–	0.01%	566
2020 Q3	$249K	Buy	+4,200	New	+$259K	0.01%	534

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's AMAT Position: Q1 2026 in Review

Lido Advisors reduced its Applied Materials (AMAT) stake by 22% in Q1 2026, selling an estimated $18.9M and leaving 196,070 shares worth $67M. The position accounts for 0.21% of the portfolio, ranked #77.

Lido Advisors first reported a position in AMAT in Q3 2016 and has held it in 32 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Lido Advisors held 196,070 shares of Applied Materials worth $67M as of Q1 2026.
Lido Advisors sold 56,144 Applied Materials shares in Q1 2026, an estimated $18.9M.
Applied Materials made up 0.21% of Lido Advisors's portfolio in Q1 2026, its #77 holding.
Lido Advisors first reported a position in Applied Materials in Q3 2016 and has held it in 32 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.