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Notis-McConarty Edward’s Applied Materials AMAT Stock Holding History

Notis-McConarty Edward’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 		$4.86M Sell
14,229
-112
-0.8% -$37.7K 2.42% 15
2025
Q4 		$3.69M Buy
14,341
+3,963
+38% +$950K 1.71% 21
2025
Q3 		$2.12M Buy
10,378
+6,373
+159% +$1.16M 0.99% 31
2025
Q2 		$733K Buy
+4,005
New +$635K 0.36% 50

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

Notis-McConarty Edward's AMAT Position: Q1 2026 in Review

Notis-McConarty Edward reduced its Applied Materials (AMAT) stake by 0.78% in Q1 2026, selling an estimated $37.7K and leaving 14,229 shares worth $4.86M. The position accounts for 2.42% of the portfolio, ranked #15.

Notis-McConarty Edward first reported a position in AMAT in Q2 2025 and has held it in 4 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Notis-McConarty Edward held 14,229 shares of Applied Materials worth $4.86M as of Q1 2026.
  • Notis-McConarty Edward sold 112 Applied Materials shares in Q1 2026, an estimated $37.7K.
  • Applied Materials made up 2.42% of Notis-McConarty Edward's portfolio in Q1 2026, its #15 holding.
  • Notis-McConarty Edward first reported a position in Applied Materials in Q2 2025 and has held it in 4 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.