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Obermeyer Wealth Partners’s Applied Materials AMAT Stock Holding History

Obermeyer Wealth Partners’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 		$2.26M Buy
6,620
+500
+8% +$168K 0.1% 71
2025
Q4 		$1.57M Sell
6,120
-97
-2% -$23.3K 0.07% 85
2025
Q3 		$1.27M Sell
6,217
-8
-0.1% -$1.45K 0.06% 94
2025
Q2 		$1.14M Sell
6,225
-795
-11% -$126K 0.06% 96
2025
Q1 		$1.02M Sell
7,020
-12
-0.2% -$2.02K 0.05% 96
2024
Q4 		$1.14M Buy
7,032
+15
+0.2% +$2.72K 0.06% 92
2024
Q3 		$1.42M Sell
7,017
-139
-2% -$28.5K 0.08% 87
2024
Q2 		$1.69M Buy
7,156
+154
+2% +$33.1K 0.1% 78
2024
Q1 		$1.44M Sell
7,002
-240
-3% -$44K 0.09% 81
2023
Q4 		$1.17M Buy
7,242
+815
+13% +$120K 0.08% 65
2023
Q3 		$890K Buy
6,427
+49
+0.8% +$7.03K 0.07% 73
2023
Q2 		$922K Hold
6,378
– – 0.07% 75
2023
Q1 		$783K Sell
6,378
-162
-2% -$18.6K 0.06% 81
2022
Q4 		$637K Buy
6,540
+18
+0.3% +$1.73K 0.05% 97
2022
Q3 		$534K Hold
6,522
– – 0.04% 108
2022
Q2 		$593K Hold
6,522
– – 0.04% 98
2022
Q1 		$860K Buy
6,522
+1,200
+23% +$165K 0.05% 84
2021
Q4 		$837K Hold
5,322
– – 0.04% 87
2021
Q3 		$685K Hold
5,322
– – 0.04% 100
2021
Q2 		$758K Hold
5,322
– – 0.04% 97
2021
Q1 		$711K Buy
+5,322
New +$587K 0.04% 99

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

Obermeyer Wealth Partners's AMAT Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Applied Materials (AMAT) stake by 8.2% in Q1 2026, buying an estimated $168K and bringing the position to 6,620 shares worth $2.26M. The position accounts for 0.1% of the portfolio, ranked #71.

Obermeyer Wealth Partners first reported a position in AMAT in Q1 2021 and has held it in 21 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Obermeyer Wealth Partners held 6,620 shares of Applied Materials worth $2.26M as of Q1 2026.
  • Obermeyer Wealth Partners bought 500 Applied Materials shares in Q1 2026, an estimated $168K.
  • Applied Materials made up 0.1% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #71 holding.
  • Obermeyer Wealth Partners first reported a position in Applied Materials in Q1 2021 and has held it in 21 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.