LWM
AMAT icon

Lyell Wealth Management’s Applied Materials AMAT Stock Holding History

Lyell 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 		$581K Buy
1,699
+532
+46% +$179K 0.04% 145
2025
Q4 		$300K Buy
1,167
+178
+18% +$42.7K 0.02% 184
2025
Q3 		$202K Buy
+989
New +$179K 0.02% 207
2024
Q4 		– Sell
-1,288
Closed -$260K – 201
2024
Q3 		$260K Sell
1,288
-20
-2% -$4.1K 0.02% 187
2024
Q2 		$309K Buy
1,308
+104
+9% +$22.3K 0.03% 169
2024
Q1 		$248K Buy
+1,204
New +$221K 0.03% 181

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

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

Lyell Wealth Management increased its Applied Materials (AMAT) stake by 46% in Q1 2026, buying an estimated $179K and bringing the position to 1,699 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #145.

Lyell 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.

  • Lyell Wealth Management held 1,699 shares of Applied Materials worth $581K as of Q1 2026.
  • Lyell Wealth Management bought 532 Applied Materials shares in Q1 2026, an estimated $179K.
  • Applied Materials made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Lyell 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 Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.