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LJI Wealth Management’s Applied Materials AMAT Stock Holding History

LJI 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 		$340K Sell
996
-32
-3% -$10.8K 0.05% 141
2025
Q4 		$264K Sell
1,028
-15
-1% -$3.6K 0.04% 170
2025
Q3 		$214K Buy
+1,043
New +$189K 0.04% 166
2024
Q4 		– Sell
-1,047
Closed -$212K – 184
2024
Q3 		$212K Hold
1,047
– – 0.04% 180
2024
Q2 		$247K Sell
1,047
-18
-2% -$3.86K 0.05% 158
2024
Q1 		$220K Buy
+1,065
New +$195K 0.06% 137

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

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

LJI Wealth Management reduced its Applied Materials (AMAT) stake by 3.1% in Q1 2026, selling an estimated $10.8K and leaving 996 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #141.

LJI Wealth Management first reported a position in AMAT in Q1 2024 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • LJI Wealth Management held 996 shares of Applied Materials worth $340K as of Q1 2026.
  • LJI Wealth Management sold 32 Applied Materials shares in Q1 2026, an estimated $10.8K.
  • Applied Materials made up 0.05% of LJI Wealth Management's portfolio in Q1 2026, its #141 holding.
  • LJI Wealth Management first reported a position in Applied Materials in Q1 2024 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.