O'Brien Wealth Partners’s Applied Materials AMAT Stock Holding History

O'Brien 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
2025 Q4	$1.28K	Hold	5	–	–	﹤0.01%	109
2025 Q3	$1.02K	Sell	5 -6	-55%	-$1.09K	﹤0.01%	96
2025 Q2	$2.01K	Buy	+11	New	+$1.74K	﹤0.01%	83
2025 Q1	–	Sell	-598	Closed	-$97.3K	–	74
2024 Q4	$97.3K	Hold	598	–	–	0.02%	55
2024 Q3	$121K	Hold	598	–	–	0.02%	52
2024 Q2	$141K	Sell	598 -3	-0.5%	-$644	0.03%	45
2024 Q1	$124K	Sell	601 -306	-34%	-$56.1K	0.03%	50
2023 Q4	$147K	Buy	+907	New	+$133K	0.04%	48
2022 Q1	–	Sell	-1,524	Closed	-$211K	–	55
2021 Q4	$211K	Buy	1,524 +26	+2%	+$3.77K	0.07%	37
2021 Q3	$192K	Sell	1,498 -335	-18%	-$45.5K	0.07%	33
2021 Q2	$247K	Buy	1,833 +39	+2%	+$5.23K	0.08%	36
2021 Q1	$250K	Buy	+1,794	New	+$198K	0.08%	34

Other funds holding AMAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Brien Wealth Partners's AMAT Position: Q4 2025 in Review

O'Brien Wealth Partners held its Applied Materials (AMAT) position steady in Q4 2025 at 5 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

O'Brien Wealth Partners first reported a position in AMAT in Q1 2021 and has held it in 12 quarters since. The position peaked at $250K in Q1 2021. 2,636 funds tracked by Wall St. Rank hold AMAT as of Q4 2025.

O'Brien Wealth Partners held 5 shares of Applied Materials worth $1.28K as of Q4 2025.
O'Brien Wealth Partners left its Applied Materials share count unchanged in Q4 2025.
Applied Materials made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #109 holding.
O'Brien Wealth Partners first reported a position in Applied Materials in Q1 2021 and has held it in 12 quarters since.
O'Brien Wealth Partners's Applied Materials position peaked at $250K in Q1 2021.
2,636 funds tracked by Wall St. Rank held Applied Materials as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.