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Mosaic Financial Group’s Applied Materials AMAT Stock Holding History

Mosaic Financial Group’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 		$566K Buy
1,656
+3
+0.2% +$1.01K 0.4% 56
2025
Q4 		$425K Buy
1,653
+3
+0.2% +$719 0.29% 74
2025
Q3 		$338K Hold
1,650
– – 0.24% 85
2025
Q2 		$302K Hold
1,650
– – 0.23% 93
2025
Q1 		$239K Hold
1,650
– – 0.19% 102
2024
Q4 		$268K Hold
1,650
– – 0.19% 97
2024
Q3 		$333K Hold
1,650
– – 0.24% 78
2024
Q2 		$389K Hold
1,650
– – 0.28% 68
2024
Q1 		$340K Buy
+1,650
New +$303K 0.27% 75

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

Mosaic Financial Group's AMAT Position: Q1 2026 in Review

Mosaic Financial Group increased its Applied Materials (AMAT) stake by 0.18% in Q1 2026, buying an estimated $1.01K and bringing the position to 1,656 shares worth $566K. The position accounts for 0.4% of the portfolio, ranked #56.

Mosaic Financial Group first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Mosaic Financial Group held 1,656 shares of Applied Materials worth $566K as of Q1 2026.
  • Mosaic Financial Group bought 3 Applied Materials shares in Q1 2026, an estimated $1.01K.
  • Applied Materials made up 0.4% of Mosaic Financial Group's portfolio in Q1 2026, its #56 holding.
  • Mosaic Financial Group first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.