Mosaic Family Wealth Partners’s Applied Materials AMAT Stock Holding History

Mosaic Family Wealth Partners’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	$2.56M	Buy	7,504 +20	+0.3%	+$6.73K	0.26%	56
2025 Q4	$1.92M	Sell	7,484 -5	-0.1%	-$1.2K	0.21%	60
2025 Q3	$1.53M	Buy	7,489 +87	+1%	+$15.8K	0.18%	58
2025 Q2	$1.36M	Hold	7,402	–	–	0.17%	61
2025 Q1	$1.07M	Sell	7,402 -9	-0.1%	-$1.51K	0.15%	74
2024 Q4	$1.21M	Buy	7,411 +9	+0.1%	+$1.63K	0.17%	62
2024 Q3	$1.5M	Buy	7,402 +82	+1%	+$16.8K	0.22%	52
2024 Q2	$1.73M	Hold	7,320	–	–	0.28%	41
2024 Q1	$1.51M	Sell	7,320 -1,360	-16%	-$250K	0.25%	45
2023 Q4	$1.41M	Buy	8,680 +1,760	+25%	+$259K	0.24%	47
2023 Q3	$958K	Hold	6,920	–	–	0.19%	59
2023 Q2	$1M	Sell	6,920 -2	-0%	-$250	0.2%	57
2023 Q1	$850K	Buy	6,922 +2	+0%	+$230	0.18%	71
2022 Q4	$674K	Buy	+6,920	New	+$664K	0.19%	81

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

Mosaic Family Wealth Partners's AMAT Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Applied Materials (AMAT) stake by 0.27% in Q1 2026, buying an estimated $6.73K and bringing the position to 7,504 shares worth $2.56M. The position accounts for 0.26% of the portfolio, ranked #56.

Mosaic Family Wealth Partners first reported a position in AMAT in Q4 2022 and has held it in 14 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Mosaic Family Wealth Partners held 7,504 shares of Applied Materials worth $2.56M as of Q1 2026.
Mosaic Family Wealth Partners bought 20 Applied Materials shares in Q1 2026, an estimated $6.73K.
Applied Materials made up 0.26% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #56 holding.
Mosaic Family Wealth Partners first reported a position in Applied Materials in Q4 2022 and has held it in 14 quarters since.
2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.