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McCarter Private Wealth Services’s Applied Materials AMAT Stock Holding History

McCarter Private Wealth Services’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 		$815K Sell
2,385
-100
-4% -$33.6K 0.35% 67
2025
Q4 		$639K Buy
2,485
+141
+6% +$33.8K 0.29% 72
2025
Q3 		$480K Buy
2,344
+600
+34% +$109K 0.25% 81
2025
Q2 		$319K Hold
1,744
– – 0.18% 95
2025
Q1 		$253K Buy
1,744
+144
+9% +$24.2K 0.17% 92
2024
Q4 		$260K Hold
1,600
– – 0.17% 88
2024
Q3 		$323K Buy
+1,600
New +$328K 0.2% 80

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

McCarter Private Wealth Services's AMAT Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Applied Materials (AMAT) stake by 4% in Q1 2026, selling an estimated $33.6K and leaving 2,385 shares worth $815K. The position accounts for 0.35% of the portfolio, ranked #67.

McCarter Private Wealth Services first reported a position in AMAT in Q3 2024 and has held it in 7 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • McCarter Private Wealth Services held 2,385 shares of Applied Materials worth $815K as of Q1 2026.
  • McCarter Private Wealth Services sold 100 Applied Materials shares in Q1 2026, an estimated $33.6K.
  • Applied Materials made up 0.35% of McCarter Private Wealth Services's portfolio in Q1 2026, its #67 holding.
  • McCarter Private Wealth Services first reported a position in Applied Materials in Q3 2024 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 McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.