Mezzasalma Advisors’s Applied Materials AMAT Stock Holding History

Mezzasalma Advisors’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	$704K	Hold	2,060	–	–	0.18%	71
2025 Q4	$554K	Hold	2,060	–	–	0.13%	94
2025 Q3	$422K	Hold	2,060	–	–	0.11%	108
2025 Q2	$377K	Hold	2,060	–	–	0.11%	103
2025 Q1	$299K	Hold	2,060	–	–	0.1%	115
2024 Q4	$335K	Buy	2,060 +60	+3%	+$10.9K	0.11%	107
2024 Q3	$404K	Hold	2,000	–	–	0.16%	55
2024 Q2	$472K	Hold	2,000	–	–	0.2%	48
2024 Q1	$412K	Hold	2,000	–	–	0.2%	62
2023 Q4	$324K	Hold	2,000	–	–	0.18%	66
2023 Q3	$277K	Hold	2,000	–	–	0.17%	70
2023 Q2	$289K	Hold	2,000	–	–	0.18%	73
2023 Q1	$246K	Buy	+2,000	New	+$230K	0.17%	77
2022 Q2	–	Sell	-2,000	Closed	-$264K	–	84
2022 Q1	$264K	Hold	2,000	–	–	0.16%	76
2021 Q4	$315K	Hold	2,000	–	–	0.17%	73
2021 Q3	$257K	Hold	2,000	–	–	0.14%	79
2021 Q2	$285K	Hold	2,000	–	–	0.16%	75
2021 Q1	$267K	Buy	+2,000	New	+$221K	0.17%	74

Other funds holding AMAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mezzasalma Advisors's AMAT Position: Q1 2026 in Review

Mezzasalma Advisors held its Applied Materials (AMAT) position steady in Q1 2026 at 2,060 shares worth $704K. The position accounts for 0.18% of the portfolio, ranked #71.

Mezzasalma Advisors first reported a position in AMAT in Q1 2021 and has held it in 18 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Mezzasalma Advisors held 2,060 shares of Applied Materials worth $704K as of Q1 2026.
Mezzasalma Advisors left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.18% of Mezzasalma Advisors's portfolio in Q1 2026, its #71 holding.
Mezzasalma Advisors first reported a position in Applied Materials in Q1 2021 and has held it in 18 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.