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Moran Wealth Management’s Applied Materials AMAT Stock Holding History

Moran Wealth Management’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 		$17.4M Sell
50,971
-12,750
-20% -$4.29M 0.53% 53
2025
Q4 		$16.4M Sell
63,721
-7,116
-10% -$1.71M 0.5% 57
2025
Q3 		$14.5M Buy
70,837
+5,085
+8% +$923K 0.44% 75
2025
Q2 		$12M Buy
+65,752
New +$10.4M 0.37% 82
2024
Q3 		– Sell
-862
Closed -$203K – 404
2024
Q2 		$203K Buy
+862
New +$185K 0.01% 384

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

Moran Wealth Management's AMAT Position: Q1 2026 in Review

Moran Wealth Management reduced its Applied Materials (AMAT) stake by 20% in Q1 2026, selling an estimated $4.29M and leaving 50,971 shares worth $17.4M. The position accounts for 0.53% of the portfolio, ranked #53.

Moran Wealth Management first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Moran Wealth Management held 50,971 shares of Applied Materials worth $17.4M as of Q1 2026.
  • Moran Wealth Management sold 12,750 Applied Materials shares in Q1 2026, an estimated $4.29M.
  • Applied Materials made up 0.53% of Moran Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Moran Wealth Management first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.