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Live Oak Private Wealth’s Applied Materials AMAT Stock Holding History

Live Oak Private Wealth’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 		$4.88M Sell
14,279
-199
-1% -$66.9K 0.68% 53
2025
Q4 		$3.72M Sell
14,478
-7
-0% -$1.68K 0.51% 55
2025
Q3 		$2.97M Sell
14,485
-94
-0.6% -$17.1K 0.41% 64
2025
Q2 		$2.67M Sell
14,579
-30
-0.2% -$4.75K 0.4% 65
2025
Q1 		$2.12M Sell
14,609
-9
-0.1% -$1.51K 0.34% 72
2024
Q4 		$2.38M Sell
14,618
-645
-4% -$117K 0.4% 63
2024
Q3 		$3.08M Sell
15,263
-2
-0% -$410 0.5% 59
2024
Q2 		$3.6M Buy
15,265
+2,224
+17% +$477K 0.62% 56
2024
Q1 		$2.69M Sell
13,041
-108
-0.8% -$19.8K 0.47% 61
2023
Q4 		$2.13M Sell
13,149
-138
-1% -$20.3K 0.4% 61
2023
Q3 		$1.84M Sell
13,287
-180
-1% -$25.8K 0.39% 58
2023
Q2 		$1.95M Sell
13,467
-50
-0.4% -$6.26K 0.39% 60
2023
Q1 		$1.66M Sell
13,517
-38
-0.3% -$4.36K 0.34% 64
2022
Q4 		$1.32M Sell
13,555
-49
-0.4% -$4.7K 0.27% 79
2022
Q3 		$1.11M Sell
13,604
-524
-4% -$50.5K 0.25% 78
2022
Q2 		$1.28M Buy
14,128
+274
+2% +$30.1K 0.27% 81
2022
Q1 		$1.83M Sell
13,854
-6,698
-33% -$922K 0.35% 69
2021
Q4 		$3.23M Sell
20,552
-634
-3% -$91.8K 0.61% 56
2021
Q3 		$2.73M Sell
21,186
-166
-0.8% -$22.5K 0.55% 56
2021
Q2 		$3.04M Buy
21,352
+88
+0.4% +$11.8K 0.67% 53
2021
Q1 		$2.84M Sell
21,264
-735
-3% -$81.1K 0.7% 53
2020
Q4 		$1.9M Sell
21,999
-6,431
-23% -$475K 0.53% 57
2020
Q3 		$1.69M Buy
28,430
+5
+0% +$309 0.58% 55
2020
Q2 		$1.72M Buy
+28,425
New +$1.53M 0.62% 54

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

Live Oak Private Wealth's AMAT Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Applied Materials (AMAT) stake by 1.4% in Q1 2026, selling an estimated $66.9K and leaving 14,279 shares worth $4.88M. The position accounts for 0.68% of the portfolio, ranked #53.

Live Oak Private Wealth first reported a position in AMAT in Q2 2020 and has held it in 24 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Live Oak Private Wealth held 14,279 shares of Applied Materials worth $4.88M as of Q1 2026.
  • Live Oak Private Wealth sold 199 Applied Materials shares in Q1 2026, an estimated $66.9K.
  • Applied Materials made up 0.68% of Live Oak Private Wealth's portfolio in Q1 2026, its #53 holding.
  • Live Oak Private Wealth first reported a position in Applied Materials in Q2 2020 and has held it in 24 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.