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Marcum Wealth’s Applied Materials AMAT Stock Holding History

Marcum 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
2025
Q1 		$288K Buy
1,984
+92
+5% +$15.5K 0.02% 291
2024
Q4 		$308K Sell
1,892
-95
-5% -$17.2K 0.03% 279
2024
Q3 		$401K Sell
1,987
-114
-5% -$23.4K 0.04% 231
2024
Q2 		$496K Buy
2,101
+221
+12% +$47.4K 0.05% 192
2024
Q1 		$388K Buy
1,880
+89
+5% +$16.3K 0.04% 229
2023
Q4 		$290K Buy
1,791
+33
+2% +$4.85K 0.03% 259
2023
Q3 		$243K Sell
1,758
-21
-1% -$3.01K 0.03% 283
2023
Q2 		$257K Sell
1,779
-178
-9% -$22.3K 0.03% 277
2023
Q1 		$240K Buy
+1,957
New +$225K 0.03% 291
2022
Q2 		– Sell
-1,938
Closed -$255K – 382
2022
Q1 		$255K Buy
1,938
+19
+1% +$2.62K 0.04% 272
2021
Q4 		$302K Buy
1,919
+68
+4% +$9.85K 0.04% 254
2021
Q3 		$238K Buy
1,851
+103
+6% +$14K 0.04% 276
2021
Q2 		$249K Sell
1,748
-284
-14% -$38.1K 0.04% 242
2021
Q1 		$271K Buy
+2,032
New +$224K 0.04% 235

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's AMAT Position: Q1 2025 in Review

Marcum Wealth increased its Applied Materials (AMAT) stake by 4.9% in Q1 2025, buying an estimated $15.5K and bringing the position to 1,984 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #291.

Marcum Wealth first reported a position in AMAT in Q1 2021 and has held it in 14 quarters since. The position peaked at $496K in Q2 2024. 2,158 funds tracked by Wall St. Rank hold AMAT as of Q1 2025.

  • Marcum Wealth held 1,984 shares of Applied Materials worth $288K as of Q1 2025.
  • Marcum Wealth bought 92 Applied Materials shares in Q1 2025, an estimated $15.5K.
  • Applied Materials made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #291 holding.
  • Marcum Wealth first reported a position in Applied Materials in Q1 2021 and has held it in 14 quarters since.
  • Marcum Wealth's Applied Materials position peaked at $496K in Q2 2024.
  • 2,158 funds tracked by Wall St. Rank held Applied Materials as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.