NG
AMAT icon

Norden Group’s Applied Materials AMAT Stock Holding History

Norden 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 		$4.63M Buy
13,540
+1,432
+12% +$482K 0.44% 44
2025
Q4 		$3.11M Buy
12,108
+314
+3% +$75.3K 0.3% 61
2025
Q3 		$2.41M Buy
11,794
+796
+7% +$144K 0.25% 81
2025
Q2 		$2.01M Sell
10,998
-61
-0.6% -$9.67K 0.22% 98
2025
Q1 		$1.6M Buy
11,059
+1,306
+13% +$220K 0.18% 103
2024
Q4 		$1.59M Buy
9,753
+123
+1% +$22.3K 0.18% 114
2024
Q3 		$1.95M Buy
9,630
+2,747
+40% +$563K 0.23% 97
2024
Q2 		$1.62M Buy
6,883
+229
+3% +$49.2K 0.33% 66
2024
Q1 		$1.37M Buy
6,654
+2,476
+59% +$454K 0.28% 86
2023
Q4 		$677K Sell
4,178
-1,607
-28% -$236K 0.12% 107
2023
Q3 		$801K Buy
+5,785
New +$830K 0.26% 92

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

Norden Group's AMAT Position: Q1 2026 in Review

Norden Group increased its Applied Materials (AMAT) stake by 12% in Q1 2026, buying an estimated $482K and bringing the position to 13,540 shares worth $4.63M. The position accounts for 0.44% of the portfolio, ranked #44.

Norden Group first reported a position in AMAT in Q3 2023 and has held it in 11 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Norden Group held 13,540 shares of Applied Materials worth $4.63M as of Q1 2026.
  • Norden Group bought 1,432 Applied Materials shares in Q1 2026, an estimated $482K.
  • Applied Materials made up 0.44% of Norden Group's portfolio in Q1 2026, its #44 holding.
  • Norden Group first reported a position in Applied Materials in Q3 2023 and has held it in 11 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.