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McAdam LLC’s Applied Materials AMAT Stock Holding History

McAdam LLC’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 		$694K Buy
2,031
+111
+6% +$37.3K 0.03% 202
2025
Q4 		$493K Buy
1,920
+243
+14% +$58.3K 0.02% 234
2025
Q3 		$343K Buy
1,677
+103
+7% +$18.7K 0.02% 276
2025
Q2 		$288K Buy
+1,574
New +$249K 0.02% 296
2018
Q4 		– Sell
-497
Closed -$19K – 80
2018
Q3 		$19K Buy
497
+108
+28% +$4.78K 0.01% 261
2018
Q2 		$18K Hold
389
– – 0.01% 252
2018
Q1 		$22K Buy
+389
New +$21.7K 0.01% 227

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

McAdam LLC's AMAT Position: Q1 2026 in Review

McAdam LLC increased its Applied Materials (AMAT) stake by 5.8% in Q1 2026, buying an estimated $37.3K and bringing the position to 2,031 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #202.

McAdam LLC first reported a position in AMAT in Q1 2018 and has held it in 7 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • McAdam LLC held 2,031 shares of Applied Materials worth $694K as of Q1 2026.
  • McAdam LLC bought 111 Applied Materials shares in Q1 2026, an estimated $37.3K.
  • Applied Materials made up 0.03% of McAdam LLC's portfolio in Q1 2026, its #202 holding.
  • McAdam LLC first reported a position in Applied Materials in Q1 2018 and has held it in 7 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.