My Personal CFO LLC’s Applied Materials AMAT Stock Holding History

My Personal CFO LLC’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	$1.65M	Sell	4,841 -1,000	-17%	-$336K	0.72%	35
2025 Q4	$1.5M	Buy	+5,841	New	+$1.4M	0.63%	37
2025 Q3	–	Sell	-7,028	Closed	-$1.29M	–	96
2025 Q2	$1.29M	Sell	7,028 -3	-0%	-$475	0.58%	38
2025 Q1	$1.02M	Sell	7,031 -28	-0.4%	-$4.71K	0.51%	38
2024 Q4	$1.15M	Hold	7,059	–	–	0.59%	37
2024 Q3	$1.43M	Sell	7,059 -39	-0.5%	-$8K	0.78%	35
2024 Q2	$1.68M	Sell	7,098 -43	-0.6%	-$9.23K	0.89%	31
2024 Q1	$1.47M	Buy	7,141 +3	+0%	+$550	0.85%	35
2023 Q4	$1.16M	Buy	7,138 +45	+0.6%	+$6.61K	0.75%	36
2023 Q3	$982K	Sell	7,093 -3	-0%	-$430	0.79%	34
2023 Q2	$1.03M	Sell	7,096 -43	-0.6%	-$5.38K	0.81%	33
2023 Q1	$877K	Buy	7,139 +7,132	+101,886%	+$819K	0.75%	35
2022 Q4	$695K	Hold	7	–	–	0.64%	32
2022 Q3	$552K	Sell	7 -7,160	-100%	-$690K	0.84%	30
2022 Q2	$652K	Buy	7,167 +106	+2%	+$11.6K	0.84%	29
2022 Q1	$931K	Sell	7,061 -105	-1%	-$14.5K	0.96%	26
2021 Q4	$1.13M	Buy	+7,166	New	+$1.04M	0.98%	25

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

My Personal CFO LLC's AMAT Position: Q1 2026 in Review

My Personal CFO LLC reduced its Applied Materials (AMAT) stake by 17% in Q1 2026, selling an estimated $336K and leaving 4,841 shares worth $1.65M. The position accounts for 0.72% of the portfolio, ranked #35.

My Personal CFO LLC first reported a position in AMAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.68M in Q2 2024. 2,925 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

My Personal CFO LLC held 4,841 shares of Applied Materials worth $1.65M as of Q1 2026.
My Personal CFO LLC sold 1,000 Applied Materials shares in Q1 2026, an estimated $336K.
Applied Materials made up 0.72% of My Personal CFO LLC's portfolio in Q1 2026, its #35 holding.
My Personal CFO LLC first reported a position in Applied Materials in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's Applied Materials position peaked at $1.68M in Q2 2024.
2,925 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.