Monterey Private Wealth’s Applied Materials AMAT Stock Holding History

Monterey Private 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	$278K	Sell	1,918 -1	-0.1%	-$168	0.08%	99
2024 Q4	$312K	Sell	1,919 -10	-0.5%	-$1.81K	0.1%	92
2024 Q3	$390K	Buy	1,929 +8	+0.4%	+$1.64K	0.13%	70
2024 Q2	$453K	Buy	1,921 +503	+35%	+$108K	0.17%	62
2024 Q1	$292K	Buy	1,418 +8	+0.6%	+$1.47K	0.12%	84
2023 Q4	$228K	Buy	+1,410	New	+$207K	0.1%	95
2023 Q3	–	Sell	-1,409	Closed	-$204K	–	96
2023 Q2	$204K	Buy	+1,409	New	+$176K	0.1%	100

Other funds holding AMAT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monterey Private Wealth's AMAT Position: Q1 2025 in Review

Monterey Private Wealth reduced its Applied Materials (AMAT) stake by 0.05% in Q1 2025, selling an estimated $168 and leaving 1,918 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #99.

Monterey Private Wealth first reported a position in AMAT in Q2 2023 and has held it in 7 quarters since. The position peaked at $453K in Q2 2024. 2,157 funds tracked by Wall St. Rank hold AMAT as of Q1 2025.

Monterey Private Wealth held 1,918 shares of Applied Materials worth $278K as of Q1 2025.
Monterey Private Wealth sold 1 Applied Materials share in Q1 2025, an estimated $168.
Applied Materials made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #99 holding.
Monterey Private Wealth first reported a position in Applied Materials in Q2 2023 and has held it in 7 quarters since.
Monterey Private Wealth's Applied Materials position peaked at $453K in Q2 2024.
2,157 funds tracked by Wall St. Rank held Applied Materials as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.