North Berkeley Wealth Management’s Applied Materials AMAT Stock Holding History

North Berkeley Wealth 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	$1.79M	Hold	5,243	–	–	0.95%	24
2025 Q4	$1.35M	Buy	5,243 +3,600	+219%	+$863K	0.79%	26
2025 Q3	$336K	Sell	1,643 -315	-16%	-$57.2K	0.27%	51
2025 Q2	$358K	Sell	1,958 -1,003	-34%	-$159K	0.33%	47
2025 Q1	$430K	Hold	2,961	–	–	0.45%	39
2024 Q4	$482K	Buy	+2,961	New	+$537K	0.49%	37

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

North Berkeley Wealth Management's AMAT Position: Q1 2026 in Review

North Berkeley Wealth Management held its Applied Materials (AMAT) position steady in Q1 2026 at 5,243 shares worth $1.79M. The position accounts for 0.95% of the portfolio, ranked #24.

North Berkeley Wealth Management first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,928 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

North Berkeley Wealth Management held 5,243 shares of Applied Materials worth $1.79M as of Q1 2026.
North Berkeley Wealth Management left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.95% of North Berkeley Wealth Management's portfolio in Q1 2026, its #24 holding.
North Berkeley Wealth Management first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
2,928 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.