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Lowe Brockenbrough & Co’s Applied Materials AMAT Stock Holding History

Lowe Brockenbrough & Co’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 		$19.8M Sell
57,822
-1,725
-3% -$580K 0.99% 27
2025
Q4 		$15.3M Sell
59,547
-1,369
-2% -$328K 0.75% 42
2025
Q3 		$12.5M Buy
60,916
+1,148
+2% +$208K 0.64% 44
2025
Q2 		$10.9M Sell
59,768
-166
-0.3% -$26.3K 0.62% 47
2025
Q1 		$8.7M Buy
59,934
+3,858
+7% +$649K 0.57% 55
2024
Q4 		$9.12M Sell
56,076
-364
-0.6% -$66K 0.58% 54
2024
Q3 		$11.4M Sell
56,440
-12,820
-19% -$2.63M 0.73% 42
2024
Q2 		$16.3M Sell
69,260
-437
-0.6% -$93.8K 1.09% 27
2024
Q1 		$14.4M Buy
69,697
+14,748
+27% +$2.71M 0.97% 34
2023
Q4 		$8.91M Sell
54,949
-14,529
-21% -$2.13M 0.69% 43
2023
Q3 		$9.62M Buy
69,478
+69
+0.1% +$9.89K 0.75% 42
2023
Q2 		$10M Buy
69,409
+1,200
+2% +$150K 0.76% 41
2023
Q1 		$8.38M Buy
68,209
+4,088
+6% +$469K 0.68% 47
2022
Q4 		$6.24M Sell
64,121
-6,769
-10% -$650K 0.54% 59
2022
Q3 		$5.81M Sell
70,890
-8,277
-10% -$798K 0.56% 57
2022
Q2 		$7.2M Sell
79,167
-1,429
-2% -$157K 0.63% 55
2022
Q1 		$10.6M Sell
80,596
-840
-1% -$116K 0.78% 42
2021
Q4 		$12.8M Buy
81,436
+487
+0.6% +$70.5K 0.94% 33
2021
Q3 		$10.4M Buy
80,949
+2,181
+3% +$296K 0.81% 43
2021
Q2 		$11.2M Buy
78,768
+1,710
+2% +$229K 1.01% 34
2021
Q1 		$10.3M Buy
+77,058
New +$8.5M 1% 34

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

Lowe Brockenbrough & Co's AMAT Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Applied Materials (AMAT) stake by 2.9% in Q1 2026, selling an estimated $580K and leaving 57,822 shares worth $19.8M. The position accounts for 0.99% of the portfolio, ranked #27.

Lowe Brockenbrough & Co first reported a position in AMAT in Q1 2021 and has held it in 21 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Lowe Brockenbrough & Co held 57,822 shares of Applied Materials worth $19.8M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 1,725 Applied Materials shares in Q1 2026, an estimated $580K.
  • Applied Materials made up 0.99% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #27 holding.
  • Lowe Brockenbrough & Co first reported a position in Applied Materials in Q1 2021 and has held it in 21 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.