MMCM
AMAT icon

Murphy & Mullick Capital Management’s Applied Materials AMAT Stock Holding History

Murphy & Mullick Capital 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 		$285K Hold
834
– – 0.21% 103
2025
Q4 		$214K Buy
834
+3
+0.4% +$719 0.15% 132
2025
Q3 		$176K Hold
831
– – 0.13% 156
2025
Q2 		$150K Buy
831
+50
+6% +$7.92K 0.12% 154
2025
Q1 		$113K Sell
781
-35
-4% -$5.89K 0.11% 167
2024
Q4 		$133K Buy
+816
New +$148K 0.12% 152

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

Murphy & Mullick Capital Management's AMAT Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its Applied Materials (AMAT) position steady in Q1 2026 at 834 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #103.

Murphy & Mullick Capital Management first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Murphy & Mullick Capital Management held 834 shares of Applied Materials worth $285K as of Q1 2026.
  • Murphy & Mullick Capital Management left its Applied Materials share count unchanged in Q1 2026.
  • Applied Materials made up 0.21% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #103 holding.
  • Murphy & Mullick Capital Management first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.