Novak & Powell Financial Services’s Applied Materials AMAT Stock Holding History

Novak & Powell Financial Services’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	$556K	Hold	1,627	–	–	0.3%	75
2025 Q4	$418K	Buy	1,627 +1	+0.1%	+$240	0.22%	92
2025 Q3	$333K	Buy	1,626 +2	+0.1%	+$363	0.18%	107
2025 Q2	$297K	Sell	1,624 -49	-3%	-$7.76K	0.21%	103
2025 Q1	$243K	Buy	1,673 +120	+8%	+$20.2K	0.15%	132
2024 Q4	$253K	Buy	1,553 +1	+0.1%	+$181	0.15%	122
2024 Q3	$314K	Sell	1,552 -29	-2%	-$5.95K	0.18%	105
2024 Q2	$373K	Sell	1,581 -14	-0.9%	-$3K	0.23%	92
2024 Q1	$329K	Hold	1,595	–	–	0.25%	94
2023 Q4	$258K	Buy	+1,595	New	+$234K	0.17%	113

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

Novak & Powell Financial Services's AMAT Position: Q1 2026 in Review

Novak & Powell Financial Services held its Applied Materials (AMAT) position steady in Q1 2026 at 1,627 shares worth $556K. The position accounts for 0.3% of the portfolio, ranked #75.

Novak & Powell Financial Services first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 2,929 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

Novak & Powell Financial Services held 1,627 shares of Applied Materials worth $556K as of Q1 2026.
Novak & Powell Financial Services left its Applied Materials share count unchanged in Q1 2026.
Applied Materials made up 0.3% of Novak & Powell Financial Services's portfolio in Q1 2026, its #75 holding.
Novak & Powell Financial Services first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
2,929 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.